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Fi Enhanced Lrg Cap Growth Ubs shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Fi Enhanced Lrg Cap Growth Ubs (FBGX) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Fi Enhanced Lrg Cap Growth Ubs

Tip: Access up to 7 years of quarterly data

All positions including Fi Enhanced Lrg Cap Growth Ubs 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 Fi Enhanced Lrg Cap Growth Ubs by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $513k 608 843.45
2023-12-31 $423k 608 694.98
2023-09-30 $334k 608 549.21

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Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Fi Enhanced Lrg Cap Growth Ubs

Fisher Investments
Johnson Investment Counsel
Creative Planning
Ingalls & Snyder
MAI Wealth Advisors
Mariner Wealth Advisors
Householder Group Estate & Retirement Specialist
Flow Traders US
Wealth Enhancement Advisory Services
Citadel Advisors
Pnc Financial Services
Calamos Wealth Management
Raymond James & Associates
Howard Capital Management
Centric Wealth Management

View all funds holding Fi Enhanced Lrg Cap Growth Ubs