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
Q3 		$177K Buy
20,475
+8,755
+75% +$61.4K ﹤0.01% 3792
2026
Q2 		$70.4K Buy
+11,720
New +$62.8K ﹤0.01% 3865

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

Wealth Enhancement Advisory Services increased its Oportun Financial (OPRT) stake by 75% in Q3 2026, buying an estimated $61.4K and bringing the position to 20,475 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

Wealth Enhancement Advisory Services first reported a position in OPRT in Q2 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 20,475 shares of Oportun Financial worth $177K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,755 Oportun Financial shares in Q3 2026, an estimated $61.4K.
  • Oportun Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3792 holding.
  • Wealth Enhancement Advisory Services first reported a position in Oportun Financial in Q2 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

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