Wealth Enhancement Advisory Services
PRTH icon

Wealth Enhancement Advisory Services’s Priority Technology Holdings PRTH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRTH Stock Details PRTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$149K Sell
19,145
-2,163
-10% -$13.6K ﹤0.01% 3836
2026
Q2 		$152K Buy
+21,308
New +$123K ﹤0.01% 3697
2025
Q4 		– Sell
-14,519
Closed -$106K – 3769
2025
Q3 		$106K Buy
+14,519
New +$110K ﹤0.01% 3328

Other funds holding PRTH

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VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

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

Wealth Enhancement Advisory Services reduced its Priority Technology Holdings (PRTH) stake by 10% in Q3 2026, selling an estimated $13.6K and leaving 19,145 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #3836.

Wealth Enhancement Advisory Services first reported a position in PRTH in Q3 2025 and has held it in 3 quarters since. The position peaked at $152K in Q2 2026. 8 funds tracked by Wall St. Rank hold PRTH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 19,145 shares of Priority Technology Holdings worth $149K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,163 Priority Technology Holdings shares in Q3 2026, an estimated $13.6K.
  • Priority Technology Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3836 holding.
  • Wealth Enhancement Advisory Services first reported a position in Priority Technology Holdings in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Priority Technology Holdings position peaked at $152K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q3 2026.

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