Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF IDEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IDEF Stock Details IDEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.05M Buy
294,916
+96,686
+49% +$3.16M 0.01% 772
2026
Q2 		$6.34M Buy
198,230
+22,383
+13% +$740K 0.01% 876
2026
Q1 		$5.96M Buy
+175,847
New +$6.12M 0.01% 818

Other funds holding IDEF

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF (IDEF) stake by 49% in Q3 2026, buying an estimated $3.16M and bringing the position to 294,916 shares worth $9.05M. The position accounts for 0.01% of the portfolio, ranked #772.

Wealth Enhancement Advisory Services first reported a position in IDEF in Q1 2026 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold IDEF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 294,916 shares of BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF worth $9.05M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 96,686 BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF shares in Q3 2026, an estimated $3.16M.
  • BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #772 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF as of Q3 2026.

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