Wealth Enhancement Trust Services
OPRT icon

Wealth Enhancement Trust Services’s Oportun Financial OPRT Stock Holding History

Wealth Enhancement Trust Services’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-42
Closed -$240 – 1292
2026
Q2 		$240 Buy
+42
New +$225 ﹤0.01% 1338

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American Century Companies
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SC
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CenterBook Partners
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Wealth Enhancement Trust Services's OPRT Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Oportun Financial (OPRT) in Q3 2026, closing a stake of 42 shares — an estimated $240 sold.

Wealth Enhancement Trust Services first reported a position in OPRT in Q2 2026 and held it in 1 quarter. The position peaked at $240 in Q2 2026. 106 funds tracked by Wall St. Rank hold OPRT as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Oportun Financial position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 42 Oportun Financial shares in Q3 2026, an estimated $240.
  • Wealth Enhancement Trust Services first reported a position in Oportun Financial in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Oportun Financial position peaked at $240 in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Oportun Financial as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.