Wealth Enhancement Advisory Services
SVV icon

Wealth Enhancement Advisory Services’s Savers SVV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$317K Buy
32,488
+18,638
+135% +$162K ﹤0.01% 3151
2026
Q1 		$104K Buy
13,850
+2,348
+20% +$22.4K ﹤0.01% 3313
2025
Q4 		$112K Sell
11,502
-4,140
-26% -$42.5K ﹤0.01% 3410
2025
Q3 		$199K Buy
+15,642
New +$180K ﹤0.01% 3148

Other funds holding SVV

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SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Savers (SVV) stake by 135% in Q2 2026, buying an estimated $162K and bringing the position to 32,488 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Wealth Enhancement Advisory Services first reported a position in SVV in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 32,488 shares of Savers worth $317K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,638 Savers shares in Q2 2026, an estimated $162K.
  • Savers made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3151 holding.
  • Wealth Enhancement Advisory Services first reported a position in Savers in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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