Wealth Enhancement Advisory Services
RZLV

Wealth Enhancement Advisory Services’s Rezolve AI RZLV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$61.2K Sell
23,529
-4,081
-15% -$10.7K ﹤0.01% 3891
2026
Q1 		$85.9K Buy
27,610
+678
+3% +$1.91K ﹤0.01% 3344
2025
Q4 		$81.6K Buy
26,932
+2,637
+11% +$9.95K ﹤0.01% 3472
2025
Q3 		$152K Buy
+24,295
New +$95.7K ﹤0.01% 3229

Other funds holding RZLV

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Rezolve AI (RZLV) stake by 15% in Q2 2026, selling an estimated $10.7K and leaving 23,529 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3891.

Wealth Enhancement Advisory Services first reported a position in RZLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $152K in Q3 2025. 9 funds tracked by Wall St. Rank hold RZLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,529 shares of Rezolve AI worth $61.2K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 4,081 Rezolve AI shares in Q2 2026, an estimated $10.7K.
  • Rezolve AI made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3891 holding.
  • Wealth Enhancement Advisory Services first reported a position in Rezolve AI in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Rezolve AI position peaked at $152K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Rezolve AI as of Q2 2026.

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