Wealth Enhancement Advisory Services
PTLO icon

Wealth Enhancement Advisory Services’s Portillo's PTLO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PTLO Stock Details PTLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Buy
40,058
+16,670
+71% +$80.7K ﹤0.01% 3621
2026
Q1 		$130K Buy
+23,388
New +$127K ﹤0.01% 3259

Other funds holding PTLO

4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPA
West Paces Advisors Atlanta, Georgia $596M AUM 22.29% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Portillo's (PTLO) stake by 71% in Q2 2026, buying an estimated $80.7K and bringing the position to 40,058 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #3621.

Wealth Enhancement Advisory Services first reported a position in PTLO in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold PTLO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,058 shares of Portillo's worth $184K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,670 Portillo's shares in Q2 2026, an estimated $80.7K.
  • Portillo's made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3621 holding.
  • Wealth Enhancement Advisory Services first reported a position in Portillo's in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Portillo's as of Q2 2026.

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