How many stocks does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

As of Q2 2022, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 324 positions in their 13F portfolio.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's largest holding?

IVV at 15.2% of portfolio, worth $1.1B.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's total portfolio value?

$7.2B as of Q2 2022, tracked across 324 holdings.

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC a hedge fund?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio changed in Q2 2022?

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's latest portfolio changes, new positions, and exits for Q2 2022 on HoldingsIntel.

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's investment strategy?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Institutional investor · Portfolio as of Q2 2022

Top Holdings324 positions

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Activity:

				Price Trend
IVV ETF iShares Trust CORE S&P500 ETF	2.8M	$1.1B	15.2%	—	$289.09	+23.53%	14 qtrssince 2019-Q1	Increased 66
VWO ETF Vanguard International Equity Index Funds FTSE EMR MKT ETF	10.8M	$446.9M	6.2%	—	$33.53	+9.25%	14 qtrssince 2019-Q1	Increased 68
SCHF ETF SCHWAB INTERNATIONAL EQUITY ETF	10.8M	$337.7M	4.7%	—	$13.65	+1.95%	14 qtrssince 2019-Q1	Increased 60
SCHZ ETF SCHWAB US AGGREGATE BOND ETF	6.3M	$301.1M	4.2%	—	$21.70	-6.07%	14 qtrssince 2019-Q1	Increased 61
JPIN ETF JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF	5.8M	$282.4M	3.9%	—	$41.68	-2.48%	14 qtrssince 2019-Q1	Increased 65
AGG ETF ISHARES TR	2.6M	$264.5M	3.7%	—	$96.71	-9.17%	14 qtrssince 2019-Q1	Increased 62
MTUM ETF ISHARES MSCI USA MOMENTUM FACTOR ETF	1.9M	$261M	3.6%	—	$121.00	+7.24%	14 qtrssince 2019-Q1	Increased 63
SCHV ETF SCHWAB U.S. LARGE-CAP VALUE ETF	3.6M	$226.6M	3.2%	—	$16.01	+18.56%	14 qtrssince 2019-Q1	Increased 61
JPST ETF JPMORGAN ULTRA-SHORT INCOME ETF	3.8M	$189.1M	2.6%	—	$41.92	-0.48%	6 qtrssince 2021-Q1	Increased 66
SCHX ETF SCHWAB U.S. LARGE-CAP ETF	3.8M	$175.8M	2.5%	—	$11.23	+25.55%	14 qtrssince 2019-Q1	Increased 59
SPTM ETF STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF	3.2M	$152.3M	2.1%	—	$39.25	+11.67%	14 qtrssince 2019-Q1	Increased 55
VNQ ETF VANGUARD REAL ESTATE ETF	1.5M	$138.7M	1.9%	—	$62.18	+24.27%	10 qtrssince 2020-Q1	Increased 51
SPMB ETF STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF	5.4M	$122.8M	1.7%	—	$21.02	-7.00%	14 qtrssince 2019-Q1	Increased 54
SPHQ ETF INVESCO S&P 500 QUALITY ETF	2.8M	$121.3M	1.7%	—	$46.77	-15.18%	3 qtrssince 2021-Q4	Increased 61
SCHA ETF SCHWAB U.S. SMALL-CAP ETF	2.9M	$117.8M	1.6%	—	$16.65	+10.64%	14 qtrssince 2019-Q1	Increased 54
SPAB ETF STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	3.9M	$103.1M	1.4%	—	$24.29	-7.07%	14 qtrssince 2019-Q1	Increased 50
IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN ETF	2.8M	$94.3M	1.3%	—	$20.45	+76.78%	14 qtrssince 2019-Q1	Increased 49
SLYV ETF STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	1.3M	$94M	1.3%	—	$55.48	+19.05%	14 qtrssince 2019-Q1	Increased 50
SCHP ETF SCHWAB US TIPS ETF	1.5M	$85.5M	1.2%	—	$23.09	+1.43%	14 qtrssince 2019-Q1	Increased 53
FPE Preferred FIRST TRUST PREFERRED SECURITIES & INCOME ETF	4.9M	$84.6M	1.2%	—	$15.10	-11.27%	4 qtrssince 2021-Q3	Increased 55