Wealth Enhancement Advisory Services
PMI

Wealth Enhancement Advisory Services’s Picard Medical PMI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PMI Stock Details PMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Buy
+75,833
New +$32.2K ﹤0.01% 4099

Other funds holding PMI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Picard Medical (PMI) in Q2 2026: 75,833 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #4099 among its holdings.

6 funds tracked by Wall St. Rank hold PMI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 75,833 shares of Picard Medical worth $11.7K as of Q2 2026.
  • Picard Medical was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Picard Medical made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4099 holding.
  • 6 funds tracked by Wall St. Rank held Picard Medical as of Q2 2026.

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