Wealth Enhancement Advisory Services
USAR

Wealth Enhancement Advisory Services’s USA Rare Earth Inc USAR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5K Buy
+1,000
New +$22.8K ﹤0.01% 4043

Other funds holding USAR

BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its USA Rare Earth Inc (USAR) stake by 47% in Q2 2026, selling an estimated $254K and leaving 12,595 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #3446.

Wealth Enhancement Advisory Services first reported a position in USAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $378K in Q1 2026. 86 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,595 shares of USA Rare Earth Inc worth $233K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 11,160 USA Rare Earth Inc shares in Q2 2026, an estimated $254K.
  • USA Rare Earth Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3446 holding.
  • Wealth Enhancement Advisory Services first reported a position in USA Rare Earth Inc in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's USA Rare Earth Inc position peaked at $378K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

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