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Ubiquiti shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Ubiquiti

Tip: Access up to 7 years of quarterly data

All positions including Ubiquiti 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 Ubiquiti by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 45k 671.82
2025-06-30 $1.1M 2.5k 423.93
2025-03-31 $8.1M 26k 310.14
2024-12-31 $582k 1.8k 331.81
2022-12-31 $1.3M 4.6k 284.12

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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Ubiquiti

BlackRock
Renaissance Technologies
SW Investment Management
Arrowstreet Capital, Limited Partnership
AQR Capital Management
Morgan Stanley
Pacer Advisors
Vanguard Group
Capital World Investors
Long Walk Management
Geode Capital Management
State Street Corporation
Goldman Sachs Group
Gotham Asset Management
Bank of New York Mellon

View all funds holding Ubiquiti