Wealth Enhancement Advisory Services
ZVIA icon

Wealth Enhancement Advisory Services’s Zevia ZVIA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ZVIA Stock Details ZVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.2K Buy
30,941
+18,898
+157% +$25.7K ﹤0.01% 3907
2026
Q1 		$14.5K Buy
+12,043
New +$19.1K ﹤0.01% 3529

Other funds holding ZVIA

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Zevia (ZVIA) stake by 157% in Q2 2026, buying an estimated $25.7K and bringing the position to 30,941 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3907.

Wealth Enhancement Advisory Services first reported a position in ZVIA in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold ZVIA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,941 shares of Zevia worth $53.2K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,898 Zevia shares in Q2 2026, an estimated $25.7K.
  • Zevia made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3907 holding.
  • Wealth Enhancement Advisory Services first reported a position in Zevia in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Zevia as of Q2 2026.

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