Wealth Enhancement Advisory Services
SMRT icon

Wealth Enhancement Advisory Services’s SmartRent SMRT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,928
Closed -$22.3K – 3840
2025
Q4 		$22.3K Sell
11,928
-12,909
-52% -$21.2K ﹤0.01% 3580
2025
Q3 		$34K Sell
24,837
-32,342
-57% -$41.5K ﹤0.01% 3462
2025
Q2 		$63.5K Buy
57,179
+22,582
+65% +$20.2K ﹤0.01% 3201
2025
Q1 		$41.9K Buy
+34,597
New +$48.4K ﹤0.01% 2862
2024
Q4 		– Sell
-17,131
Closed -$29.6K – 3101
2024
Q3 		$29.6K Buy
+17,131
New +$32.5K ﹤0.01% 2651

Other funds holding SMRT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMRT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of SmartRent (SMRT) in Q1 2026, closing a stake of 11,928 shares — an estimated $22.3K sold.

Wealth Enhancement Advisory Services first reported a position in SMRT in Q3 2024 and held it in 5 quarters. The position peaked at $63.5K in Q2 2025. 123 funds tracked by Wall St. Rank hold SMRT as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining SmartRent position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,928 SmartRent shares in Q1 2026, an estimated $22.3K.
  • Wealth Enhancement Advisory Services first reported a position in SmartRent in Q3 2024 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's SmartRent position peaked at $63.5K in Q2 2025.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.