Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Royce Value Trust RVT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$181K	Buy	+10,002	New	+$181K	﹤0.01%	3625
2026 Q1	–	Sell	-12,893	Closed	-$214K	–	3830
2025 Q4	$214K	Buy	12,893 +1,528	+13%	+$24.5K	﹤0.01%	3225
2025 Q3	$184K	Sell	11,365 -810	-7%	-$12.7K	﹤0.01%	3169
2025 Q2	$189K	Sell	12,175 -18,674	-61%	-$268K	﹤0.01%	3013
2025 Q1	$439K	Buy	30,849 +16,966	+122%	+$263K	﹤0.01%	2151
2024 Q4	$219K	Buy	+13,883	New	+$221K	﹤0.01%	2630

Other funds holding RVT

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return