Wealth Enhancement Trust Services’s OptimizeRx OPRX Stock Holding History

Wealth Enhancement Trust Services’s Portfolio OPRX Stock Details OPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$337	Buy	+59	New	+$339	﹤0.01%	1293

Other funds holding OPRX

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAM

Bullseye Asset Management Denver, Colorado $197M AUM 20.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in OptimizeRx (OPRX) in Q2 2026: 59 shares worth $337. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings.

55 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.

Wealth Enhancement Trust Services held 59 shares of OptimizeRx worth $337 as of Q2 2026.
OptimizeRx was a new Wealth Enhancement Trust Services position in Q2 2026.
OptimizeRx made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1293 holding.
55 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.

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