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
Q3 		$187K Buy
26,732
+8,711
+48% +$64.3K ﹤0.01% 3776
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

Other funds holding RUM

TAM
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its RUM Group Inc (RUM) stake by 48% in Q3 2026, buying an estimated $64.3K and bringing the position to 26,732 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Wealth Enhancement Advisory Services first reported a position in RUM in Q3 2023 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold RUM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 26,732 shares of RUM Group Inc worth $187K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 8,711 RUM Group Inc shares in Q3 2026, an estimated $64.3K.
  • RUM Group Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3776 holding.
  • Wealth Enhancement Advisory Services first reported a position in RUM Group Inc in Q3 2023 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2026.

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