Wealth Enhancement Advisory Services
PRVS

Wealth Enhancement Advisory Services’s Parnassus Value Select ETF PRVS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PRVS Stock Details PRVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Sell
15,413
-12,703
-45% -$388K ﹤0.01% 2681
2026
Q1 		$786K Sell
28,116
-4,029
-13% -$116K ﹤0.01% 1968
2025
Q4 		$938K Buy
+32,145
New +$882K ﹤0.01% 2003

Other funds holding PRVS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $150M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $150M AUM
MIA
Milestone Investment Advisors Middleton, Wisconsin $463M AUM 17.71% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Parnassus Value Select ETF (PRVS) stake by 45% in Q2 2026, selling an estimated $388K and leaving 15,413 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Wealth Enhancement Advisory Services first reported a position in PRVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $938K in Q4 2025. 15 funds tracked by Wall St. Rank hold PRVS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,413 shares of Parnassus Value Select ETF worth $503K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 12,703 Parnassus Value Select ETF shares in Q2 2026, an estimated $388K.
  • Parnassus Value Select ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2681 holding.
  • Wealth Enhancement Advisory Services first reported a position in Parnassus Value Select ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Parnassus Value Select ETF position peaked at $938K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Parnassus Value Select ETF as of Q2 2026.

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