WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BNS — Bank Of Nova Scotia
CIK 1632972
PLYMOUTH, MN
Position in BNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$870,744
-$847,797 QoQ
Shares Held
10,027
-59.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 531 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in BNS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. BNS ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in BNS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,744 | 10,027 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,718,541 | 24,795 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,118,734 | 28,752 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,923,725 | 29,756 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,952,965 | 53,428 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,514,501 | 53,015 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,215,629 | 22,629 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $796,153 | 14,611 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $689,046 | 15,071 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $799,068 | 15,432 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $740,720 | 15,213 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $689,639 | 15,127 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||