Wealth Enhancement Advisory Services
PLG

Wealth Enhancement Advisory Services’s Platinum Group Metals PLG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$156K Buy
117,117
+2,629
+2% +$4.4K ﹤0.01% 3685
2026
Q1 		$206K Buy
114,488
+38,433
+51% +$93K ﹤0.01% 3113
2025
Q4 		$202K Buy
+76,055
New +$184K ﹤0.01% 3266

Other funds holding PLG

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Platinum Group Metals (PLG) stake by 2.3% in Q2 2026, buying an estimated $4.4K and bringing the position to 117,117 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Wealth Enhancement Advisory Services first reported a position in PLG in Q4 2025 and has held it in 3 quarters since. The position peaked at $206K in Q1 2026. 8 funds tracked by Wall St. Rank hold PLG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 117,117 shares of Platinum Group Metals worth $156K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,629 Platinum Group Metals shares in Q2 2026, an estimated $4.4K.
  • Platinum Group Metals made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3685 holding.
  • Wealth Enhancement Advisory Services first reported a position in Platinum Group Metals in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Platinum Group Metals position peaked at $206K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Platinum Group Metals as of Q2 2026.

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