Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Marathon Digital Holdings MARA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,000
Closed -$3.1K – 3052
2024
Q3 		$3.1K Buy
+1,000
New +$18.1K ﹤0.01% 2762
2024
Q1 		– Sell
-500
Closed -$6.38K – 2537
2023
Q4 		$6.38K Sell
500
-4,000
-89% -$50.5K ﹤0.01% 2297
2023
Q3 		$3.22K Buy
+4,500
New +$60.4K ﹤0.01% 2234

Other funds holding MARA

GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Marathon Digital Holdings (MARA) stake by 22% in Q3 2026, selling an estimated $97.8K and leaving 30,773 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Wealth Enhancement Advisory Services first reported a position in MARA in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q1 2024. 34 funds tracked by Wall St. Rank hold MARA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 30,773 shares of Marathon Digital Holdings worth $305K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 8,502 Marathon Digital Holdings shares in Q3 2026, an estimated $97.8K.
  • Marathon Digital Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3329 holding.
  • Wealth Enhancement Advisory Services first reported a position in Marathon Digital Holdings in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Marathon Digital Holdings position peaked at $1.19M in Q1 2024.
  • 34 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2026.

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