Wealth Enhancement Advisory Services
OPRT icon

Wealth Enhancement Advisory Services’s Oportun Financial OPRT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.4K Buy
+11,720
New +$62.8K ﹤0.01% 3865

Other funds holding OPRT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

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

Wealth Enhancement Advisory Services opened a new position in Oportun Financial (OPRT) in Q2 2026: 11,720 shares worth $70.4K. The stake represents ﹤0.01% of the portfolio and ranks #3865 among its holdings.

9 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,720 shares of Oportun Financial worth $70.4K as of Q2 2026.
  • Oportun Financial was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3865 holding.
  • 9 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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