Wealth Enhancement Advisory Services
SOVF icon

Wealth Enhancement Advisory Services’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-115,671
Closed -$3.46M – 3842
2025
Q4 		$3.46M Buy
+115,671
New +$3.36M ﹤0.01% 1206

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

Wealth Enhancement Advisory Services sold out of Sovereign's Capital Flourish Fund (SOVF) in Q1 2026, closing a stake of 115,671 shares — an estimated $3.46M sold.

Wealth Enhancement Advisory Services first reported a position in SOVF in Q4 2025 and held it in 1 quarter. The position peaked at $3.46M in Q4 2025. 26 funds tracked by Wall St. Rank hold SOVF as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Sovereign's Capital Flourish Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 115,671 Sovereign's Capital Flourish Fund shares in Q1 2026, an estimated $3.46M.
  • Wealth Enhancement Advisory Services first reported a position in Sovereign's Capital Flourish Fund in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Sovereign's Capital Flourish Fund position peaked at $3.46M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2026.

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