Wealth Enhancement Advisory Services
RFL icon

Wealth Enhancement Advisory Services’s Rafael Holdings RFL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RFL Stock Details RFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.8K Sell
16,937
-1,662
-9% -$2.67K ﹤0.01% 3959
2026
Q1 		$22.7K Sell
18,599
-7,880
-30% -$10K ﹤0.01% 3489
2025
Q4 		$33.6K Buy
26,479
+5,005
+23% +$6.49K ﹤0.01% 3551
2025
Q3 		$28.1K Buy
21,474
+4,271
+25% +$7.18K ﹤0.01% 3484
2025
Q2 		$32.5K Buy
17,203
+3,316
+24% +$5.4K ﹤0.01% 3261
2025
Q1 		$25.6K Buy
+13,887
New +$26.9K ﹤0.01% 2901

Other funds holding RFL

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Rafael Holdings (RFL) stake by 8.9% in Q2 2026, selling an estimated $2.67K and leaving 16,937 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3959.

Wealth Enhancement Advisory Services first reported a position in RFL in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold RFL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,937 shares of Rafael Holdings worth $37.8K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,662 Rafael Holdings shares in Q2 2026, an estimated $2.67K.
  • Rafael Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3959 holding.
  • Wealth Enhancement Advisory Services first reported a position in Rafael Holdings in Q1 2025 and has held it in 6 quarters since.
  • 3 funds tracked by Wall St. Rank held Rafael Holdings as of Q2 2026.

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