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RBB shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB 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 RBB by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 23k 50.22
2025-09-30 $1.2M 25k 50.17
2025-06-30 $1.3M 27k 50.01
2025-03-31 $2.0M 40k 50.21
2024-06-30 $621k 13k 49.87
2024-03-31 $543k 11k 49.96

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Microsoft Corporation (MSFT)
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Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding RBB

LPL Financial
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Stifel Financial
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Equitable Holdings
Envestnet Asset Management
UBS Group
Flow Traders US
Raymond James Financial
Acorn Financial Advisory Services
Alpine Bank Wealth Management
Lido Advisors
Goldman Sachs Group
Retirement Capital Strategies

View all funds holding RBB