Wealth Enhancement Advisory Services
RUM icon

Wealth Enhancement Advisory Services’s RUM Group Inc RUM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
+18,021
New +$128K ﹤0.01% 3773
2023
Q4 		– Sell
-10,624
Closed -$54.2K – 2424
2023
Q3 		$54.2K Buy
+10,624
New +$79.4K ﹤0.01% 2155

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Charles Schwab
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in RUM Group Inc (RUM) in Q2 2026: 18,021 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #3773 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in RUM as recently as Q3 2023.

Wealth Enhancement Advisory Services first reported a position in RUM in Q3 2023 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 18,021 shares of RUM Group Inc worth $110K as of Q2 2026.
  • RUM Group Inc was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3773 holding.
  • Wealth Enhancement Advisory Services first reported a position in RUM Group Inc in Q3 2023 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

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