Wealth Enhancement Advisory Services
KRT icon

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
Q3 		$412K Buy
7,649
+93
+1% +$4.15K ﹤0.01% 3022
2026
Q2 		$258K Buy
+7,556
New +$218K ﹤0.01% 3343

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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kings Path Partners
Kings Path Partners Sugar Land, Texas $380M AUM 12.42% 1-Year Est. Return
Bailard
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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wealth Enhancement Advisory Services's KRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Karat Packaging (KRT) stake by 1.2% in Q3 2026, buying an estimated $4.15K and bringing the position to 7,649 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Wealth Enhancement Advisory Services first reported a position in KRT in Q2 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold KRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,649 shares of Karat Packaging worth $412K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 93 Karat Packaging shares in Q3 2026, an estimated $4.15K.
  • Karat Packaging made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3022 holding.
  • Wealth Enhancement Advisory Services first reported a position in Karat Packaging in Q2 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Karat Packaging as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.