WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in BN — BROOKFIELD Corp /ON/

CIK 1632972 PLYMOUTH, MN

Position in BN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,618,475

-$83,706 QoQ

Shares Held

61,481

-7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#343

of 931 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. BN ranks #33 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,618,475	61,481	-7.9%	Shares	Sole	2026-07-15
2026-03-31	$2,702,181	66,770	-47.3%	Shares	Sole	2026-04-08
2025-12-31	$5,817,796	126,777	+41.7%	Shares	Sole	2026-01-08
2025-09-30	$6,134,412	89,449	-20.9%	Shares	Sole	2025-10-29
2025-06-30	$6,996,404	113,119	-2.8%	Shares	Sole	2025-07-10
2025-03-31	$6,097,484	116,342	+0.6%	Shares	Sole	2025-04-16
2024-12-31	$6,643,977	115,648	+2.3%	Shares	Sole	2025-03-17
2024-09-30	$6,008,070	113,040	+7.0%	Shares	Sole	2024-10-24
2024-06-30	$4,389,858	105,678	+324.1%	Shares	Sole	2024-07-16
2024-03-31	$1,043,231	24,916	-2.4%	Shares	Sole	2024-04-15
2023-12-31	$1,024,465	25,535	-16.5%	Shares	Sole	2024-01-30
2023-09-30	$956,425	30,586	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.