Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s UWM Holdings UWMC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$164K Sell
78,922
-18,931
-19% -$58.8K ﹤0.01% 3665
2026
Q1 		$364K Sell
97,853
-176,600
-64% -$813K ﹤0.01% 2596
2025
Q4 		$1.24M Buy
274,453
+63,449
+30% +$341K ﹤0.01% 1807
2025
Q3 		$1.13M Buy
211,004
+39,566
+23% +$207K ﹤0.01% 1773
2025
Q2 		$730K Buy
171,438
+52,718
+44% +$232K ﹤0.01% 1939
2025
Q1 		$648K Buy
118,720
+62,862
+113% +$382K ﹤0.01% 1865
2024
Q4 		$328K Buy
55,858
+6,976
+14% +$45.4K ﹤0.01% 2308
2024
Q3 		$416K Sell
48,882
-346
-0.7% -$2.92K ﹤0.01% 1951
2024
Q2 		$341K Sell
49,228
-2,504
-5% -$17.2K ﹤0.01% 1891
2024
Q1 		$376K Sell
51,732
-8,150
-14% -$55K ﹤0.01% 1761
2023
Q4 		$428K Sell
59,882
-1,958
-3% -$11.1K ﹤0.01% 1609
2023
Q3 		$300K Buy
+61,840
New +$356K ﹤0.01% 1740

Other funds holding UWMC

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its UWM Holdings (UWMC) stake by 19% in Q2 2026, selling an estimated $58.8K and leaving 78,922 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Wealth Enhancement Advisory Services first reported a position in UWMC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2025. 22 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,922 shares of UWM Holdings worth $164K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 18,931 UWM Holdings shares in Q2 2026, an estimated $58.8K.
  • UWM Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3665 holding.
  • Wealth Enhancement Advisory Services first reported a position in UWM Holdings in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's UWM Holdings position peaked at $1.24M in Q4 2025.
  • 22 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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