Wealth Enhancement Advisory Services
BLCR icon

Wealth Enhancement Advisory Services’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.5M Buy
370,215
+200,485
+118% +$9.9M 0.03% 498
2026
Q2 		$8.5M Buy
169,730
+29,557
+21% +$1.42M 0.01% 752
2026
Q1 		$5.89M Buy
+140,173
New +$6M 0.01% 825

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ascent Group
Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services's BLCR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock Large Cap Core ETF (BLCR) stake by 118% in Q3 2026, buying an estimated $9.9M and bringing the position to 370,215 shares worth $18.5M. The position accounts for 0.03% of the portfolio, ranked #498.

Wealth Enhancement Advisory Services first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 305 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 370,215 shares of BlackRock Large Cap Core ETF worth $18.5M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 200,485 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $9.9M.
  • BlackRock Large Cap Core ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #498 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 305 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.