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Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in EA SERIES TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.4M shares of BOXX (EA SERIES TRUST), worth $162.4M as of 2026-Q2. The position was decreased (-1.6% shares). BOXX represents 0.3% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$162.4M

Current Shares

1.4M

Total Value Change

+$48.3M

Total Shares Change

+335,970

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.4M
-1.6%
$162.4M0.3%$117.09
0
2026-Q1
Decreased
1.4M
-41.8%
$163.5M0.3%$115.87
0
2025-Q4
Increased
2.4M
+37.0%
$278.5M0.4%$115.04
48
2025-Q3
Increased
1.8M
+5.1%
$201M0.3%$113.82
38
2025-Q2
Increased
1.7M
+4.1%
$189.3M0.3%$112.65
38
2025-Q1
Increased
1.6M
+11.9%
$179.9M0.3%$111.46
41
2024-Q4
Increased
1.4M
+37.7%
$159.1M0.3%$110.21
48
2024-Q3
Increased
1M
+89.0%
$114.1M0.2%$108.89
56

Other major holders of BOXX: Empowered Funds, LLC, Rockefeller Capital Management L.P., RENAISSANCE TECHNOLOGIES LLC

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