Wealth Enhancement Advisory Services’s Sezzle SEZL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	11,655 -2,304	-17%	-$243K	﹤0.01%	1540
2026 Q1	$890K	Buy	13,959 +259	+2%	+$17.6K	﹤0.01%	1882
2025 Q4	$983K	Sell	13,700 -125	-0.9%	-$8.52K	﹤0.01%	1970
2025 Q3	$1.14M	Buy	13,825 +94	+0.7%	+$10.8K	﹤0.01%	1766
2025 Q2	$2.5M	Sell	13,731 -7,678	-36%	-$680K	﹤0.01%	1243
2025 Q1	$747K	Buy	+21,409	New	+$907K	﹤0.01%	1777

Other funds holding SEZL

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GCM

Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Sezzle (SEZL) stake by 17% in Q2 2026, selling an estimated $243K and leaving 11,655 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Wealth Enhancement Advisory Services first reported a position in SEZL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q2 2025. 32 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

Wealth Enhancement Advisory Services held 11,655 shares of Sezzle worth $2.09M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,304 Sezzle shares in Q2 2026, an estimated $243K.
Sezzle made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1540 holding.
Wealth Enhancement Advisory Services first reported a position in Sezzle in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Sezzle position peaked at $2.5M in Q2 2025.
32 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

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