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Advisors Ser Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Advisors Ser Tr (KAT) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr 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 Advisors Ser Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $843k 15k 55.93

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation Put Option (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Intl Moment (IMTM)
Micron Technology (MU)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Morgan Stanley
Intellectus Partners
Susquehanna International
HighTower Advisors
Cambridge Investment Research Advisors
Roehl & Yi Investment Advisors
Quantinno Capital Management
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Sanctuary Advisors
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors

View all funds holding Advisors Ser Tr