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
Q3 		$12.1K Buy
+10,423
New +$12.4K ﹤0.01% 4174
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

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's SMRT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in SmartRent (SMRT) in Q3 2026: 10,423 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #4174 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in SMRT as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in SMRT in Q3 2024 and has held it in 6 quarters since. The position peaked at $63.5K in Q2 2025. 5 funds tracked by Wall St. Rank hold SMRT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,423 shares of SmartRent worth $12.1K as of Q3 2026.
  • SmartRent was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • SmartRent made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4174 holding.
  • Wealth Enhancement Advisory Services first reported a position in SmartRent in Q3 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's SmartRent position peaked at $63.5K in Q2 2025.
  • 5 funds tracked by Wall St. Rank held SmartRent as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.