Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

LQDWLQDW
6 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

No. Wealth Enhancement Advisory Services exited its LQDW position in Q3 2026. Its Q2 2026 13F listed 21,232 shares worth $501,513. Wealth Enhancement Advisory Services first reported LQDW in Q2 2025 and held it in 5 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$1.7M

Total Shares Change

-69,058

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Exited
0
-100.0%
$00.0%$22.35
0
2026-Q2
Decreased
21,232
-7.8%
$501,5130.0%$23.08
0
2026-Q1
Decreased
23,016
-81.6%
$551,9290.0%$22.61
0
2025-Q4
Increased
124,972
+4.1%
$3.1M0.0%$22.60
27
2025-Q3
Increased
120,033
+73.8%
$3M0.0%$22.25
40
2025-Q2
New
69,058
-
$1.7M0.0%$21.73
36

Other major holders of LQDW: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used