Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s StoneX SNEX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$445K Buy
15,594
+822
+6% +$58.4K ﹤0.01% 2949
2026
Q2 		$483K Sell
14,772
-44
-0.3% -$3.3K ﹤0.01% 2719
2026
Q1 		$327K Sell
14,816
-4,829
-25% -$244K ﹤0.01% 2689
2025
Q4 		$897K Buy
19,645
+1,566
+9% +$65.6K ﹤0.01% 2031
2025
Q3 		$787K Buy
18,079
+493
+3% +$20.9K ﹤0.01% 2016
2025
Q2 		$733K Buy
17,586
+436
+3% +$16.4K ﹤0.01% 1936
2025
Q1 		$582K Buy
17,150
+194
+1% +$6.51K ﹤0.01% 1945
2024
Q4 		$492K Buy
16,956
+2,400
+16% +$67.2K ﹤0.01% 2001
2024
Q3 		$353K Buy
14,556
+6
+0% +$142 ﹤0.01% 2062
2024
Q2 		$325K Buy
14,550
+189
+1% +$4.03K ﹤0.01% 1928
2024
Q1 		$299K Buy
+14,361
New +$287K ﹤0.01% 1922

Other funds holding SNEX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its StoneX (SNEX) stake by 5.6% in Q3 2026, buying an estimated $58.4K and bringing the position to 15,594 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #2949.

Wealth Enhancement Advisory Services first reported a position in SNEX in Q1 2024 and has held it in 11 quarters since. The position peaked at $897K in Q4 2025. 270 funds tracked by Wall St. Rank hold SNEX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,594 shares of StoneX worth $445K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 822 StoneX shares in Q3 2026, an estimated $58.4K.
  • StoneX made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2949 holding.
  • Wealth Enhancement Advisory Services first reported a position in StoneX in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's StoneX position peaked at $897K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held StoneX as of Q3 2026.

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