Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Karat Packaging KRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$258K	Buy	+7,556	New	+$218K	﹤0.01%	3343

Other funds holding KRT

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services opened a new position in Karat Packaging (KRT) in Q2 2026: 7,556 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #3343 among its holdings.

15 funds tracked by Wall St. Rank hold KRT as of Q2 2026.

Wealth Enhancement Advisory Services held 7,556 shares of Karat Packaging worth $258K as of Q2 2026.
Karat Packaging was a new Wealth Enhancement Advisory Services position in Q2 2026.
Karat Packaging made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3343 holding.
15 funds tracked by Wall St. Rank held Karat Packaging as of Q2 2026.

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