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
Q1 		– Sell
-10,000
Closed -$10.8K – 3907
2025
Q4 		$10.8K Buy
+10,000
New +$37.7K ﹤0.01% 3633

Other funds holding RZLV

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 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. 21 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.
  • 21 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.