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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
Q2 		$240 Buy
+42
New +$225 ﹤0.01% 1338

Other funds holding OPRT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $342M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Trust Services's OPRT Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Oportun Financial (OPRT) in Q2 2026: 42 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings.

8 funds tracked by Wall St. Rank hold OPRT as of Q2 2026.

  • Wealth Enhancement Trust Services held 42 shares of Oportun Financial worth $240 as of Q2 2026.
  • Oportun Financial was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Oportun Financial made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1338 holding.
  • 8 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2026.

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