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

SETMSETM
3 quarters

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

Yes. Wealth Enhancement Advisory Services holds 82,093 shares of SETM, worth $2.3M, as of its Q3 2026 13F filing. It increased the position by 12,629 shares (+18.2%) from Q2 2026. Wealth Enhancement Advisory Services has held SETM since Q1 2026, across 3 quarterly 13F filings.

Current Value

$2.3M

Current Shares

82,093

Total Value Change

+$653,746

Total Shares Change

+32,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
82,093
+18.2%
$2.3M0.0%$29.30
31
2026-Q2
Increased
69,464
+40.2%
$2.1M0.0%$31.16
34
2026-Q1
New
49,540
-
$1.7M0.0%$33.08
36

Other major holders of SETM: JANE STREET GROUP, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Sumitomo Mitsui Trust Group, Inc., RAYMOND JAMES FINANCIAL INC

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