Wealth Enhancement Advisory Services
FFIV icon

Wealth Enhancement Advisory Services’s F5 FFIV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.22M Buy
23,745
+7,248
+44% +$2.98M 0.01% 763
2026
Q2 		$5.82M Buy
16,497
+6,877
+71% +$2.44M 0.01% 919
2026
Q1 		$2.24M Sell
9,620
-158,701
-94% -$44M ﹤0.01% 1331
2025
Q4 		$45.5M Buy
168,321
+113,943
+210% +$30.7M 0.06% 276
2025
Q3 		$18M Buy
54,378
+19,125
+54% +$5.99M 0.03% 479
2025
Q2 		$10.6M Buy
35,253
+1,067
+3% +$295K 0.02% 611
2025
Q1 		$9.1M Buy
34,186
+27,191
+389% +$7.6M 0.02% 613
2024
Q4 		$1.76M Buy
6,995
+1,875
+37% +$448K ﹤0.01% 1242
2024
Q3 		$1.13M Sell
5,120
-177
-3% -$34.3K ﹤0.01% 1329
2024
Q2 		$912K Sell
5,297
-6,027
-53% -$1.05M ﹤0.01% 1324
2024
Q1 		$2.15M Buy
11,324
+3,008
+36% +$555K 0.01% 918
2023
Q4 		$1.49M Buy
8,316
+21
+0.3% +$3.43K ﹤0.01% 1004
2023
Q3 		$1.34M Buy
+8,295
New +$1.3M ﹤0.01% 996
2020
Q2 		– Sell
-14,348
Closed -$2.02M – 225
2020
Q1 		$2.02M Buy
+14,348
New +$1.75M 0.07% 105

Other funds holding FFIV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its F5 (FFIV) stake by 44% in Q3 2026, buying an estimated $2.98M and bringing the position to 23,745 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #763.

Wealth Enhancement Advisory Services first reported a position in FFIV in Q1 2020 and has held it in 14 quarters since. The position peaked at $45.5M in Q4 2025. 727 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,745 shares of F5 worth $9.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,248 F5 shares in Q3 2026, an estimated $2.98M.
  • F5 made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #763 holding.
  • Wealth Enhancement Advisory Services first reported a position in F5 in Q1 2020 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's F5 position peaked at $45.5M in Q4 2025.
  • 727 funds tracked by Wall St. Rank held F5 as of Q3 2026.

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