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Bofi Holding shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Bofi Holding (AX) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Bofi Holding

Tip: Access up to 7 years of quarterly data

All positions including Bofi Holding held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bofi Holding by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 40k 83.78
2025-06-30 $888k 11k 83.86
2025-03-31 $517k 8.0k 64.52
2024-12-31 $288k 4.1k 69.85

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
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View all positions for Wealth Enhancement Advisory Services

Top funds holding Bofi Holding

BlackRock
Vanguard Group
State Street Corporation
American Century Companies
Dimensional Fund Advisors
Geode Capital Management
Davis Asset Management
FMR
Daniel D. Thurber
Geneva Capital Management
Ameriprise Financial
Northern Trust
Charles Schwab Investment Management
Morgan Stanley
Emerald Advisers

View all funds holding Bofi Holding