Wealth Enhancement Advisory Services
REVS icon

Wealth Enhancement Advisory Services’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.66M Buy
112,939
+1,398
+1% +$43.1K 0.01% 1199
2026
Q1 		$3.21M Buy
111,541
+6,215
+6% +$181K 0.01% 1135
2025
Q4 		$3.05M Buy
105,326
+4,757
+5% +$134K ﹤0.01% 1283
2025
Q3 		$2.82M Buy
100,569
+10,095
+11% +$275K ﹤0.01% 1254
2025
Q2 		$2.43M Buy
90,474
+1,230
+1% +$30.5K ﹤0.01% 1259
2025
Q1 		$2.25M Buy
89,244
+13,861
+18% +$353K ﹤0.01% 1183
2024
Q4 		$1.86M Buy
75,383
+36,726
+95% +$949K ﹤0.01% 1218
2024
Q3 		$981K Buy
38,657
+7,013
+22% +$170K ﹤0.01% 1408
2024
Q2 		$737K Buy
31,644
+10,503
+50% +$244K ﹤0.01% 1416
2024
Q1 		$507K Buy
+21,141
New +$473K ﹤0.01% 1581

Other funds holding REVS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VDC
Van Diest Capital Poly City, Iowa $112M AUM
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Columbia Research Enhanced Value ETF (REVS) stake by 1.3% in Q2 2026, buying an estimated $43.1K and bringing the position to 112,939 shares worth $3.66M. The position accounts for 0.01% of the portfolio, ranked #1199.

Wealth Enhancement Advisory Services first reported a position in REVS in Q1 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold REVS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 112,939 shares of Columbia Research Enhanced Value ETF worth $3.66M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,398 Columbia Research Enhanced Value ETF shares in Q2 2026, an estimated $43.1K.
  • Columbia Research Enhanced Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1199 holding.
  • Wealth Enhancement Advisory Services first reported a position in Columbia Research Enhanced Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q2 2026.

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