Wealth Enhancement Advisory Services’s Heritage Commerce HTBK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTBK Stock Details HTBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,370	Closed	-$269K	–	4184
2026 Q1	$269K	Buy	33,370 +4,676	+16%	+$59.4K	﹤0.01%	2874
2025 Q4	$358K	Buy	28,694 +3,564	+14%	+$38.7K	﹤0.01%	2764
2025 Q3	$248K	Sell	25,130 -3,922	-13%	-$39.4K	﹤0.01%	2946
2025 Q2	$311K	Buy	29,052 +14,147	+95%	+$130K	﹤0.01%	2609
2025 Q1	$142K	Sell	14,905 -9,831	-40%	-$96.3K	﹤0.01%	2694
2024 Q4	$232K	Buy	24,736 +8,474	+52%	+$85.3K	﹤0.01%	2587
2024 Q3	$161K	Buy	16,262 +3,529	+28%	+$34.4K	﹤0.01%	2482
2024 Q2	$111K	Buy	12,733 +2,530	+25%	+$20.6K	﹤0.01%	2396
2024 Q1	$87.5K	Buy	+10,203	New	+$89.1K	﹤0.01%	2309

Other funds holding HTBK

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Heritage Commerce (HTBK) in Q2 2026, closing a stake of 33,370 shares — an estimated $269K sold.

Wealth Enhancement Advisory Services first reported a position in HTBK in Q1 2024 and held it in 9 quarters. The position peaked at $358K in Q4 2025. 1 fund tracked by Wall St. Rank holds HTBK as of Q2 2026.

Wealth Enhancement Advisory Services reported no remaining Heritage Commerce position as of Q2 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 33,370 Heritage Commerce shares in Q2 2026, an estimated $269K.
Wealth Enhancement Advisory Services first reported a position in Heritage Commerce in Q1 2024 and held it in 9 quarters.
Wealth Enhancement Advisory Services's Heritage Commerce position peaked at $358K in Q4 2025.
1 fund tracked by Wall St. Rank held Heritage Commerce as of Q2 2026.

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