Wealth Enhancement Advisory Services
PUBM icon

Wealth Enhancement Advisory Services’s PubMatic PUBM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$197K Buy
+14,545
New +$151K ﹤0.01% 3600
2024
Q1 		– Sell
-12,452
Closed -$203K – 2557
2023
Q4 		$203K Buy
+12,452
New +$181K ﹤0.01% 2084

Other funds holding PUBM

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in PubMatic (PUBM) in Q2 2026: 14,545 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #3600 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in PUBM as recently as Q4 2023.

Wealth Enhancement Advisory Services first reported a position in PUBM in Q4 2023 and has held it in 2 quarters since. The position peaked at $203K in Q4 2023. 17 funds tracked by Wall St. Rank hold PUBM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,545 shares of PubMatic worth $197K as of Q2 2026.
  • PubMatic was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • PubMatic made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3600 holding.
  • Wealth Enhancement Advisory Services first reported a position in PubMatic in Q4 2023 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's PubMatic position peaked at $203K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held PubMatic as of Q2 2026.

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