Wealth Enhancement Advisory Services
MKTX icon

Wealth Enhancement Advisory Services’s MarketAxess Holdings MKTX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Sell
27,338
-28,834
-51% -$4.11M 0.01% 1294
2026
Q1 		$8.87M Buy
56,172
+9,635
+21% +$1.69M 0.02% 640
2025
Q4 		$8.45M Buy
46,537
+35,056
+305% +$5.98M 0.01% 763
2025
Q3 		$1.93M Sell
11,481
-2,855
-20% -$559K ﹤0.01% 1462
2025
Q2 		$3.11M Buy
14,336
+10,986
+328% +$2.41M 0.01% 1130
2025
Q1 		$725K Buy
3,350
+643
+24% +$135K ﹤0.01% 1800
2024
Q4 		$612K Buy
2,707
+1,716
+173% +$452K ﹤0.01% 1837
2024
Q3 		$254K Sell
991
-45
-4% -$10.5K ﹤0.01% 2287
2024
Q2 		$208K Sell
1,036
-389
-27% -$80.2K ﹤0.01% 2270
2024
Q1 		$313K Buy
1,425
+132
+10% +$31.2K ﹤0.01% 1895
2023
Q4 		$379K Buy
1,293
+34
+3% +$8.22K ﹤0.01% 1672
2023
Q3 		$269K Buy
+1,259
New +$305K ﹤0.01% 1809
2020
Q4 		– Sell
-2,770
Closed -$1.47M – 235
2020
Q3 		$1.47M Buy
2,770
+265
+11% +$131K 0.04% 167
2020
Q2 		$1.32M Buy
+2,505
New +$1.17M 0.04% 165

Other funds holding MKTX

AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its MarketAxess Holdings (MKTX) stake by 51% in Q2 2026, selling an estimated $4.11M and leaving 27,338 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #1294.

Wealth Enhancement Advisory Services first reported a position in MKTX in Q2 2020 and has held it in 14 quarters since. The position peaked at $8.87M in Q1 2026. 39 funds tracked by Wall St. Rank hold MKTX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 27,338 shares of MarketAxess Holdings worth $3.11M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 28,834 MarketAxess Holdings shares in Q2 2026, an estimated $4.11M.
  • MarketAxess Holdings made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1294 holding.
  • Wealth Enhancement Advisory Services first reported a position in MarketAxess Holdings in Q2 2020 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's MarketAxess Holdings position peaked at $8.87M in Q1 2026.
  • 39 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2026.

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