Wealth Enhancement Advisory Services’s Smith & Wesson SWBI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SWBI Stock Details SWBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$188K	Buy	+12,073	New	+$181K	﹤0.01%	3613
2024 Q4	–	Sell	-13,511	Closed	-$175K	–	3107
2024 Q3	$175K	Buy	+13,511	New	+$195K	﹤0.01%	2474
2024 Q1	–	Sell	-11,461	Closed	-$155K	–	2565
2023 Q4	$155K	Buy	+11,461	New	+$158K	﹤0.01%	2127

Other funds holding SWBI

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in Smith & Wesson (SWBI) in Q2 2026: 12,073 shares worth $188K. The stake represents ﹤0.01% of the portfolio and ranks #3613 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in SWBI as recently as Q3 2024.

Wealth Enhancement Advisory Services first reported a position in SWBI in Q4 2023 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

Wealth Enhancement Advisory Services held 12,073 shares of Smith & Wesson worth $188K as of Q2 2026.
Smith & Wesson was a new Wealth Enhancement Advisory Services position in Q2 2026.
Smith & Wesson made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3613 holding.
Wealth Enhancement Advisory Services first reported a position in Smith & Wesson in Q4 2023 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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