Wealth Enhancement Advisory Services
PCT icon

Wealth Enhancement Advisory Services’s PureCycle Technologies PCT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$99.1K Sell
25,219
-1,593
-6% -$10.2K ﹤0.01% 3945
2026
Q2 		$196K Buy
26,812
+4,791
+22% +$43K ﹤0.01% 3602
2026
Q1 		$119K Sell
22,021
-8,983
-29% -$74.8K ﹤0.01% 3282
2025
Q4 		$293K Buy
31,004
+314
+1% +$3.33K ﹤0.01% 2941
2025
Q3 		$443K Buy
30,690
+2,459
+9% +$34.2K ﹤0.01% 2458
2025
Q2 		$388K Sell
28,231
-371
-1% -$3.28K ﹤0.01% 2419
2025
Q1 		$198K Sell
28,602
-4,707
-14% -$42.3K ﹤0.01% 2634
2024
Q4 		$341K Sell
33,309
-2,159
-6% -$25.1K ﹤0.01% 2269
2024
Q3 		$337K Sell
35,468
-2,053
-5% -$13.7K ﹤0.01% 2091
2024
Q2 		$222K Buy
37,521
+4,191
+13% +$22.8K ﹤0.01% 2211
2024
Q1 		$207K Buy
33,330
+6,842
+26% +$31.9K ﹤0.01% 2173
2023
Q4 		$107K Buy
+26,488
New +$116K ﹤0.01% 2167

Other funds holding PCT

Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
SWS Partners
SWS Partners Columbus, Ohio $465M AUM 35.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Hohimer Wealth Management
Hohimer Wealth Management Seattle, Washington $1.03B AUM 25.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Grand Central Investment Group
Grand Central Investment Group Tampa, Florida $130M AUM 54.62% 1-Year Est. Return
Nine Masts Capital
Nine Masts Capital Central, Hong Kong $844M AUM 8.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its PureCycle Technologies (PCT) stake by 5.9% in Q3 2026, selling an estimated $10.2K and leaving 25,219 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

Wealth Enhancement Advisory Services first reported a position in PCT in Q4 2023 and has held it in 12 quarters since. The position peaked at $443K in Q3 2025. 145 funds tracked by Wall St. Rank hold PCT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 25,219 shares of PureCycle Technologies worth $99.1K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 1,593 PureCycle Technologies shares in Q3 2026, an estimated $10.2K.
  • PureCycle Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3945 holding.
  • Wealth Enhancement Advisory Services first reported a position in PureCycle Technologies in Q4 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PureCycle Technologies position peaked at $443K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held PureCycle Technologies as of Q3 2026.

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