Wealth Enhancement Advisory Services
REAX icon

Wealth Enhancement Advisory Services’s Real Brokerage REAX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174K Buy
84,867
+21,514
+34% +$43.7K ﹤0.01% 3639
2026
Q1 		$160K Sell
63,353
-22,266
-26% -$67.3K ﹤0.01% 3213
2025
Q4 		$316K Buy
85,619
+1,155
+1% +$4.46K ﹤0.01% 2878
2025
Q3 		$350K Buy
84,464
+162
+0.2% +$732 ﹤0.01% 2654
2025
Q2 		$362K Sell
84,302
-8,479
-9% -$36.5K ﹤0.01% 2478
2025
Q1 		$377K Buy
92,781
+81,107
+695% +$385K ﹤0.01% 2258
2024
Q4 		$53.7K Buy
11,674
+1,326
+13% +$6.95K ﹤0.01% 2861
2024
Q3 		$57.4K Buy
10,348
+29
+0.3% +$165 ﹤0.01% 2611
2024
Q2 		$41.9K Hold
10,319
– – ﹤0.01% 2462
2024
Q1 		$32.2K Buy
+10,319
New +$28.3K ﹤0.01% 2366

Other funds holding REAX

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Real Brokerage (REAX) stake by 34% in Q2 2026, buying an estimated $43.7K and bringing the position to 84,867 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #3639.

Wealth Enhancement Advisory Services first reported a position in REAX in Q1 2024 and has held it in 10 quarters since. The position peaked at $377K in Q1 2025. 10 funds tracked by Wall St. Rank hold REAX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,867 shares of Real Brokerage worth $174K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 21,514 Real Brokerage shares in Q2 2026, an estimated $43.7K.
  • Real Brokerage made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3639 holding.
  • Wealth Enhancement Advisory Services first reported a position in Real Brokerage in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Real Brokerage position peaked at $377K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Real Brokerage as of Q2 2026.

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