Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Patria Investments PAX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
20,699
+10,015
+94% +$119K ﹤0.01% 3463
2026
Q1 		$135K Buy
+10,684
New +$150K ﹤0.01% 3244

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PP
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IMC
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ZEP
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MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Patria Investments (PAX) stake by 94% in Q2 2026, buying an estimated $119K and bringing the position to 20,699 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

Wealth Enhancement Advisory Services first reported a position in PAX in Q1 2026 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 20,699 shares of Patria Investments worth $229K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 10,015 Patria Investments shares in Q2 2026, an estimated $119K.
  • Patria Investments made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3463 holding.
  • Wealth Enhancement Advisory Services first reported a position in Patria Investments in Q1 2026 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

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