Wealth Enhancement Advisory Services
GARP

Wealth Enhancement Advisory Services’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.4M Buy
446,543
+365,682
+452% +$27.8M 0.06% 273
2026
Q1 		$5.25M Buy
80,861
+74,525
+1,176% +$5.06M 0.01% 880
2025
Q4 		$445K Buy
6,336
+2,456
+63% +$165K ﹤0.01% 2572
2025
Q3 		$258K Buy
3,880
+22
+0.6% +$1.37K ﹤0.01% 2913
2025
Q2 		$235K Buy
+3,858
New +$210K ﹤0.01% 2859

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's GARP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI USA Quality GARP ETF (GARP) stake by 452% in Q2 2026, buying an estimated $27.8M and bringing the position to 446,543 shares worth $36.4M. The position accounts for 0.06% of the portfolio, ranked #273.

Wealth Enhancement Advisory Services first reported a position in GARP in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 446,543 shares of iShares MSCI USA Quality GARP ETF worth $36.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 365,682 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $27.8M.
  • iShares MSCI USA Quality GARP ETF made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #273 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

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