WETS
XZO

Wealth Enhancement Trust Services’s Exzeo Group XZO Stock Holding History

Wealth Enhancement Trust Services’s Portfolio XZO Stock Details XZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17 Buy
+1
New +$15 ﹤0.01% 1507

Other funds holding XZO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 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

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

Wealth Enhancement Trust Services opened a new position in Exzeo Group (XZO) in Q2 2026: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

5 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

  • Wealth Enhancement Trust Services held 1 share of Exzeo Group worth $17 as of Q2 2026.
  • Exzeo Group was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Exzeo Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1507 holding.
  • 5 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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