Wealth Enhancement Advisory Services
SFL icon

Wealth Enhancement Advisory Services’s SFL Corp SFL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$261K Buy
23,484
+8,091
+53% +$91.8K ﹤0.01% 3335
2026
Q1 		$168K Sell
15,393
-3,759
-20% -$36.4K ﹤0.01% 3195
2025
Q4 		$154K Sell
19,152
-2,985
-13% -$22.9K ﹤0.01% 3343
2025
Q3 		$163K Sell
22,137
-10,086
-31% -$86.8K ﹤0.01% 3210
2025
Q2 		$287K Buy
+32,223
New +$267K ﹤0.01% 2678

Other funds holding SFL

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its SFL Corp (SFL) stake by 53% in Q2 2026, buying an estimated $91.8K and bringing the position to 23,484 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Wealth Enhancement Advisory Services first reported a position in SFL in Q2 2025 and has held it in 5 quarters since. The position peaked at $287K in Q2 2025. 16 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,484 shares of SFL Corp worth $261K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,091 SFL Corp shares in Q2 2026, an estimated $91.8K.
  • SFL Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3335 holding.
  • Wealth Enhancement Advisory Services first reported a position in SFL Corp in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's SFL Corp position peaked at $287K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

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