Wealth Enhancement Advisory Services
MINN icon

Wealth Enhancement Advisory Services’s Mairs & Power Minnesota Municipal Bond ETF MINN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MINN Stock Details MINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,935
Closed -$600K – 553
2023
Q1 		$600K Buy
+26,935
New +$597K 0.01% 371

Other funds holding MINN

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FPAS
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VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's MINN Position: Q2 2023 in Review

Wealth Enhancement Advisory Services sold out of Mairs & Power Minnesota Municipal Bond ETF (MINN) in Q2 2023, closing a stake of 26,935 shares — an estimated $600K sold.

Wealth Enhancement Advisory Services first reported a position in MINN in Q1 2023 and held it in 1 quarter. The position peaked at $600K in Q1 2023. 11 funds tracked by Wall St. Rank hold MINN as of Q2 2023.

  • Wealth Enhancement Advisory Services reported no remaining Mairs & Power Minnesota Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 26,935 Mairs & Power Minnesota Municipal Bond ETF shares in Q2 2023, an estimated $600K.
  • Wealth Enhancement Advisory Services first reported a position in Mairs & Power Minnesota Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Mairs & Power Minnesota Municipal Bond ETF position peaked at $600K in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Mairs & Power Minnesota Municipal Bond ETF as of Q2 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2023, filed 21 Jul 2023.