Wealth Enhancement Advisory Services
PMT icon

Wealth Enhancement Advisory Services’s PennyMac Mortgage Investment PMT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$149K Buy
19,870
+7,725
+64% +$73.2K ﹤0.01% 3837
2026
Q2 		$125K Buy
+12,145
New +$134K ﹤0.01% 3747

Other funds holding PMT

MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its PennyMac Mortgage Investment (PMT) stake by 64% in Q3 2026, buying an estimated $73.2K and bringing the position to 19,870 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

Wealth Enhancement Advisory Services first reported a position in PMT in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PMT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,870 shares of PennyMac Mortgage Investment worth $149K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,725 PennyMac Mortgage Investment shares in Q3 2026, an estimated $73.2K.
  • PennyMac Mortgage Investment made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3837 holding.
  • Wealth Enhancement Advisory Services first reported a position in PennyMac Mortgage Investment in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held PennyMac Mortgage Investment as of Q3 2026.

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