Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Nasdaq NDAQ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35M Buy
390,916
+7,045
+2% +$618K 0.01% 875
2026
Q1 		$6.35M Buy
383,871
+320,496
+506% +$28.7M 0.01% 782
2025
Q4 		$7.38M Buy
63,375
+1,771
+3% +$159K 0.01% 830
2025
Q3 		$5.45M Buy
61,604
+12,287
+25% +$1.14M 0.01% 910
2025
Q2 		$4.44M Buy
49,317
+11,453
+30% +$914K 0.01% 953
2025
Q1 		$2.87M Buy
37,864
+5,789
+18% +$456K 0.01% 1062
2024
Q4 		$2.48M Buy
32,075
+12,000
+60% +$928K ﹤0.01% 1066
2024
Q3 		$1.47M Sell
20,075
-491
-2% -$33.5K ﹤0.01% 1205
2024
Q2 		$1.24M Sell
20,566
-3,171
-13% -$192K ﹤0.01% 1181
2024
Q1 		$1.5M Buy
23,737
+873
+4% +$50.5K ﹤0.01% 1074
2023
Q4 		$1.33M Buy
22,864
+1,690
+8% +$89.1K ﹤0.01% 1048
2023
Q3 		$1.03M Buy
+21,174
New +$1.07M ﹤0.01% 1082

Other funds holding NDAQ

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Nasdaq (NDAQ) stake by 1.8% in Q2 2026, buying an estimated $618K and bringing the position to 390,916 shares worth $6.35M. The position accounts for 0.01% of the portfolio, ranked #875.

Wealth Enhancement Advisory Services first reported a position in NDAQ in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.38M in Q4 2025. 197 funds tracked by Wall St. Rank hold NDAQ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 390,916 shares of Nasdaq worth $6.35M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,045 Nasdaq shares in Q2 2026, an estimated $618K.
  • Nasdaq made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #875 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nasdaq in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Nasdaq position peaked at $7.38M in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Nasdaq as of Q2 2026.

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