Wealth Enhancement Advisory Services
MAX icon

Wealth Enhancement Advisory Services’s MediaAlpha MAX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$198K Sell
14,811
-6,105
-29% -$57.6K ﹤0.01% 3595
2026
Q1 		$196K Sell
20,916
-5,521
-21% -$54.4K ﹤0.01% 3140
2025
Q4 		$313K Buy
26,437
+6,225
+31% +$76K ﹤0.01% 2883
2025
Q3 		$227K Buy
20,212
+5,455
+37% +$60.2K ﹤0.01% 3016
2025
Q2 		$155K Buy
+14,757
New +$142K ﹤0.01% 3061

Other funds holding MAX

VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return