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Investment Managers Ser Tr I shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I 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 Investment Managers Ser Tr I by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $821k 39k 20.99
2024-06-30 $379k 25k 14.90

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 Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
First National Advisers
Janney Montgomery Scott
LPL Financial
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
Puff Wealth Management
Cascades Capital Asset Management
BlackDiamond Wealth Management
Ashton Thomas Private Wealth
Latitude Advisors
4wealth Advisors
Onyx Bridge Wealth Group
Silverlake Wealth Management

View all funds holding Investment Managers Ser Tr I