Wealth Enhancement Advisory Services
XP icon

Wealth Enhancement Advisory Services’s XP XP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.38M Buy
45,732
+24,964
+120% +$444K ﹤0.01% 1936
2026
Q2 		$351K Buy
20,768
+1,157
+6% +$20.6K ﹤0.01% 3048
2026
Q1 		$365K Buy
19,611
+938
+5% +$18.1K ﹤0.01% 2595
2025
Q4 		$318K Sell
18,673
-2,836
-13% -$49.9K ﹤0.01% 2868
2025
Q3 		$354K Sell
21,509
-5,029
-19% -$90.2K ﹤0.01% 2644
2025
Q2 		$525K Sell
26,538
-6,796
-20% -$117K ﹤0.01% 2188
2025
Q1 		$458K Buy
33,334
+18,565
+126% +$256K ﹤0.01% 2129
2024
Q4 		$175K Sell
14,769
-1,596
-10% -$25.1K ﹤0.01% 2721
2024
Q3 		$294K Buy
16,365
+2,792
+21% +$50.9K ﹤0.01% 2196
2024
Q2 		$239K Buy
+13,573
New +$280K ﹤0.01% 2151

Other funds holding XP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its XP (XP) stake by 120% in Q3 2026, buying an estimated $444K and bringing the position to 45,732 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Wealth Enhancement Advisory Services first reported a position in XP in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 45,732 shares of XP worth $1.38M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 24,964 XP shares in Q3 2026, an estimated $444K.
  • XP made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1936 holding.
  • Wealth Enhancement Advisory Services first reported a position in XP in Q2 2024 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held XP as of Q3 2026.

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