Wealth Enhancement Advisory Services
TFSL icon

Wealth Enhancement Advisory Services’s TFS Financial TFSL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Buy
15,529
+3,272
+27% +$51K ﹤0.01% 3282
2026
Q1 		$175K Buy
+12,257
New +$173K ﹤0.01% 3182

Other funds holding TFSL

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its TFS Financial (TFSL) stake by 27% in Q2 2026, buying an estimated $51K and bringing the position to 15,529 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Wealth Enhancement Advisory Services first reported a position in TFSL in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TFSL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,529 shares of TFS Financial worth $274K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,272 TFS Financial shares in Q2 2026, an estimated $51K.
  • TFS Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3282 holding.
  • Wealth Enhancement Advisory Services first reported a position in TFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held TFS Financial as of Q2 2026.

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