Wealth Enhancement Advisory Services
FPS

Wealth Enhancement Advisory Services’s Forgent Power Solutions FPS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FPS Stock Details FPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Buy
+12,481
New +$570K ﹤0.01% 2565

Other funds holding FPS

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SNB
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MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Wealth Enhancement Advisory Services's FPS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Forgent Power Solutions (FPS) in Q2 2026: 12,481 shares worth $571K. The stake represents ﹤0.01% of the portfolio and ranks #2565 among its holdings.

21 funds tracked by Wall St. Rank hold FPS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,481 shares of Forgent Power Solutions worth $571K as of Q2 2026.
  • Forgent Power Solutions was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Forgent Power Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2565 holding.
  • 21 funds tracked by Wall St. Rank held Forgent Power Solutions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.