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 Q3	$166K	Buy	15,518 +707	+5%	+$8.82K	﹤0.01%	3808
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

TIM

Triad Investment Management Newport Beach, California $75.4M AUM 4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its MediaAlpha (MAX) stake by 4.8% in Q3 2026, buying an estimated $8.82K and bringing the position to 15,518 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #3808.

Wealth Enhancement Advisory Services first reported a position in MAX in Q2 2025 and has held it in 6 quarters since. The position peaked at $313K in Q4 2025. 10 funds tracked by Wall St. Rank hold MAX as of Q3 2026.

Wealth Enhancement Advisory Services held 15,518 shares of MediaAlpha worth $166K as of Q3 2026.
Wealth Enhancement Advisory Services bought 707 MediaAlpha shares in Q3 2026, an estimated $8.82K.
MediaAlpha made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3808 holding.
Wealth Enhancement Advisory Services first reported a position in MediaAlpha in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's MediaAlpha position peaked at $313K in Q4 2025.
10 funds tracked by Wall St. Rank held MediaAlpha as of Q3 2026.

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