Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Independent Bank Corp IBCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$218K	Buy	+6,082	New	+$208K	﹤0.01%	3504

Other funds holding IBCP

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Independent Bank Corp (IBCP) in Q2 2026: 6,082 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3504 among its holdings.

12 funds tracked by Wall St. Rank hold IBCP as of Q2 2026.

Wealth Enhancement Advisory Services held 6,082 shares of Independent Bank Corp worth $218K as of Q2 2026.
Independent Bank Corp was a new Wealth Enhancement Advisory Services position in Q2 2026.
Independent Bank Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3504 holding.
12 funds tracked by Wall St. Rank held Independent Bank Corp as of Q2 2026.

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