Wealth Enhancement Advisory Services’s Worth Charting Options Income ETF WRTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$238K	Buy	9,500 +1,500	+19%	+$38.5K	﹤0.01%	3587
2026 Q2	$202K	Buy	+8,000	New	+$202K	﹤0.01%	3579

Other funds holding WRTH

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's WRTH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Worth Charting Options Income ETF (WRTH) stake by 19% in Q3 2026, buying an estimated $38.5K and bringing the position to 9,500 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Wealth Enhancement Advisory Services first reported a position in WRTH in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold WRTH as of Q3 2026.

Wealth Enhancement Advisory Services held 9,500 shares of Worth Charting Options Income ETF worth $238K as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,500 Worth Charting Options Income ETF shares in Q3 2026, an estimated $38.5K.
Worth Charting Options Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3587 holding.
Wealth Enhancement Advisory Services first reported a position in Worth Charting Options Income ETF in Q2 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Worth Charting Options Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.