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 Q3	–	Sell	-15,413	Closed	-$503K	–	4484
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Birchwood Financial Partners Bloomington, Minnesota $134M AUM 14.47% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

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

Wealth Enhancement Advisory Services sold out of Parnassus Value Select ETF (PRVS) in Q3 2026, closing a stake of 15,413 shares — an estimated $503K sold.

Wealth Enhancement Advisory Services first reported a position in PRVS in Q4 2025 and held it in 3 quarters. The position peaked at $938K in Q4 2025. 4 funds tracked by Wall St. Rank hold PRVS as of Q3 2026.

Wealth Enhancement Advisory Services reported no remaining Parnassus Value Select ETF position as of Q3 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 15,413 Parnassus Value Select ETF shares in Q3 2026, an estimated $503K.
Wealth Enhancement Advisory Services first reported a position in Parnassus Value Select ETF in Q4 2025 and held it in 3 quarters.
Wealth Enhancement Advisory Services's Parnassus Value Select ETF position peaked at $938K in Q4 2025.
4 funds tracked by Wall St. Rank held Parnassus Value Select ETF as of Q3 2026.

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