Wealth Enhancement Advisory Services
ORBS

Wealth Enhancement Advisory Services’s Eightco Holdings ORBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ORBS Stock Details ORBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.4K Sell
62,154
-47,609
-43% -$42.8K ﹤0.01% 3944
2026
Q1 		$100K Buy
+109,763
New +$140K ﹤0.01% 3321
2025
Q4 		– Sell
-14,189
Closed -$160K – 3759
2025
Q3 		$160K Buy
+14,189
New +$77.6K ﹤0.01% 3212

Other funds holding ORBS

AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Eightco Holdings (ORBS) stake by 43% in Q2 2026, selling an estimated $42.8K and leaving 62,154 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3944.

Wealth Enhancement Advisory Services first reported a position in ORBS in Q3 2025 and has held it in 3 quarters since. The position peaked at $160K in Q3 2025. 12 funds tracked by Wall St. Rank hold ORBS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 62,154 shares of Eightco Holdings worth $42.4K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 47,609 Eightco Holdings shares in Q2 2026, an estimated $42.8K.
  • Eightco Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3944 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eightco Holdings in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Eightco Holdings position peaked at $160K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Eightco Holdings as of Q2 2026.

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