Wealth Enhancement Advisory Services
RMCF icon

Wealth Enhancement Advisory Services’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-33,576
Closed -$37.9K – 4404
2026
Q2 		$37.9K Buy
+33,576
New +$67.6K ﹤0.01% 3957

Other funds holding RMCF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Leverty Financial Group
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Salvus Wealth Management
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's RMCF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services sold out of Rocky Mountain Chocolate Factory (RMCF) in Q3 2026, closing a stake of 33,576 shares — an estimated $37.9K sold.

Wealth Enhancement Advisory Services first reported a position in RMCF in Q2 2026 and held it in 1 quarter. The position peaked at $37.9K in Q2 2026. 13 funds tracked by Wall St. Rank hold RMCF as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Rocky Mountain Chocolate Factory position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 33,576 Rocky Mountain Chocolate Factory shares in Q3 2026, an estimated $37.9K.
  • Wealth Enhancement Advisory Services first reported a position in Rocky Mountain Chocolate Factory in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Rocky Mountain Chocolate Factory position peaked at $37.9K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.