Wealth Enhancement Advisory Services
BBH icon

Wealth Enhancement Advisory Services’s VanEck Biotech ETF BBH Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,060
Closed -$401K – 3596
2025
Q4 		$401K Sell
2,060
-210
-9% -$38.9K ﹤0.01% 2653
2025
Q3 		$396K Hold
2,270
– – ﹤0.01% 2557
2025
Q2 		$358K Hold
2,270
– – ﹤0.01% 2488
2025
Q1 		$357K Hold
2,270
– – ﹤0.01% 2306
2024
Q4 		$356K Hold
2,270
– – ﹤0.01% 2238
2024
Q3 		$403K Sell
2,270
-27
-1% -$4.79K ﹤0.01% 1971
2024
Q2 		$387K Sell
2,297
-161
-7% -$26.3K ﹤0.01% 1808
2024
Q1 		$409K Buy
2,458
+398
+19% +$65.9K ﹤0.01% 1710
2023
Q4 		$341K Buy
2,060
+3
+0.1% +$462 ﹤0.01% 1735
2023
Q3 		$320K Buy
+2,057
New +$329K ﹤0.01% 1702

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's BBH Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of VanEck Biotech ETF (BBH) in Q1 2026, closing a stake of 2,060 shares — an estimated $401K sold.

Wealth Enhancement Advisory Services first reported a position in BBH in Q3 2023 and held it in 10 quarters. The position peaked at $409K in Q1 2024. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining VanEck Biotech ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,060 VanEck Biotech ETF shares in Q1 2026, an estimated $401K.
  • Wealth Enhancement Advisory Services first reported a position in VanEck Biotech ETF in Q3 2023 and held it in 10 quarters.
  • Wealth Enhancement Advisory Services's VanEck Biotech ETF position peaked at $409K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.