Wealth Enhancement Advisory Services
UPBD icon

Wealth Enhancement Advisory Services’s Upbound Group UPBD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Buy
29,413
+17,022
+137% +$318K ﹤0.01% 2480
2026
Q1 		$217K Buy
+12,391
New +$241K ﹤0.01% 3076

Other funds holding UPBD

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Upbound Group (UPBD) stake by 137% in Q2 2026, buying an estimated $318K and bringing the position to 29,413 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Wealth Enhancement Advisory Services first reported a position in UPBD in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold UPBD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,413 shares of Upbound Group worth $622K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,022 Upbound Group shares in Q2 2026, an estimated $318K.
  • Upbound Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2480 holding.
  • Wealth Enhancement Advisory Services first reported a position in Upbound Group in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Upbound Group as of Q2 2026.

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