Wealth Enhancement Advisory Services
PAX icon

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

Other funds holding PAX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 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. 14 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.
  • 14 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.