Wealth Enhancement Advisory Services
IBKR icon

Wealth Enhancement Advisory Services’s Interactive Brokers IBKR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.52M Sell
37,389
-2,832
-7% -$236K 0.01% 1221
2026
Q1 		$2.72M Sell
40,221
-529,663
-93% -$37.8M 0.01% 1225
2025
Q4 		$41.5M Buy
569,884
+518,707
+1,014% +$34.7M 0.06% 297
2025
Q3 		$3.55M Sell
51,177
-239,126
-82% -$15M 0.01% 1133
2025
Q2 		$16.8M Buy
290,303
+96,847
+50% +$4.59M 0.03% 474
2025
Q1 		$8.01M Buy
193,456
+137,456
+245% +$6.81M 0.02% 659
2024
Q4 		$2.47M Buy
56,000
+5,508
+11% +$232K ﹤0.01% 1067
2024
Q3 		$1.76M Sell
50,492
-7,400
-13% -$229K ﹤0.01% 1120
2024
Q2 		$1.77M Buy
57,892
+2,044
+4% +$61K ﹤0.01% 1032
2024
Q1 		$1.56M Sell
55,848
-70,652
-56% -$1.76M ﹤0.01% 1054
2023
Q4 		$2.62M Buy
126,500
+78,236
+162% +$1.6M 0.01% 808
2023
Q3 		$1.04M Buy
+48,264
New +$1.07M ﹤0.01% 1074

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Interactive Brokers (IBKR) stake by 7% in Q2 2026, selling an estimated $236K and leaving 37,389 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #1221.

Wealth Enhancement Advisory Services first reported a position in IBKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $41.5M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 37,389 shares of Interactive Brokers worth $3.52M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,832 Interactive Brokers shares in Q2 2026, an estimated $236K.
  • Interactive Brokers made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1221 holding.
  • Wealth Enhancement Advisory Services first reported a position in Interactive Brokers in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Interactive Brokers position peaked at $41.5M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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