Wealth Enhancement Advisory Services
ROKU icon

Wealth Enhancement Advisory Services’s Roku ROKU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.55M Sell
28,039
-8,604
-23% -$1.05M 0.01% 1216
2026
Q1 		$3.25M Sell
36,643
-3,395
-8% -$331K 0.01% 1131
2025
Q4 		$4.53M Sell
40,038
-19
-0% -$1.93K 0.01% 1065
2025
Q3 		$4.08M Buy
40,057
+23,280
+139% +$2.15M 0.01% 1047
2025
Q2 		$1.48M Buy
16,777
+6,030
+56% +$421K ﹤0.01% 1517
2025
Q1 		$757K Buy
10,747
+4,522
+73% +$362K ﹤0.01% 1770
2024
Q4 		$463K Buy
6,225
+1,024
+20% +$77.6K ﹤0.01% 2045
2024
Q3 		$388K Sell
5,201
-1,635
-24% -$105K ﹤0.01% 2001
2024
Q2 		$410K Buy
6,836
+1,131
+20% +$66.3K ﹤0.01% 1765
2024
Q1 		$372K Buy
5,705
+2,531
+80% +$197K ﹤0.01% 1769
2023
Q4 		$291K Sell
3,174
-154
-5% -$12.9K ﹤0.01% 1839
2023
Q3 		$235K Buy
+3,328
New +$258K ﹤0.01% 1898

Other funds holding ROKU

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Roku (ROKU) stake by 23% in Q2 2026, selling an estimated $1.05M and leaving 28,039 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #1216.

Wealth Enhancement Advisory Services first reported a position in ROKU in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.53M in Q4 2025. 118 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 28,039 shares of Roku worth $3.55M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 8,604 Roku shares in Q2 2026, an estimated $1.05M.
  • Roku made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1216 holding.
  • Wealth Enhancement Advisory Services first reported a position in Roku in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Roku position peaked at $4.53M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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