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Wealthcare Advisory Partners’s Ring Energy REI Stock Holding History

Wealthcare Advisory Partners’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27K Sell
25,012
-983
-4% -$1.37K ﹤0.01% 1079
2026
Q1 		$39.8K Sell
25,995
-1,250
-5% -$1.59K ﹤0.01% 1066
2025
Q4 		$23.7K Sell
27,245
-1,192
-4% -$1.14K ﹤0.01% 1062
2025
Q3 		$31K Buy
+28,437
New +$25.7K ﹤0.01% 1012

Other funds holding REI

IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealthcare Advisory Partners's REI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Ring Energy (REI) stake by 3.8% in Q2 2026, selling an estimated $1.37K and leaving 25,012 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Wealthcare Advisory Partners first reported a position in REI in Q3 2025 and has held it in 4 quarters since. The position peaked at $39.8K in Q1 2026. 14 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Wealthcare Advisory Partners held 25,012 shares of Ring Energy worth $27K as of Q2 2026.
  • Wealthcare Advisory Partners sold 983 Ring Energy shares in Q2 2026, an estimated $1.37K.
  • Ring Energy made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1079 holding.
  • Wealthcare Advisory Partners first reported a position in Ring Energy in Q3 2025 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's Ring Energy position peaked at $39.8K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.