WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CASY — Caseys General Stores Inc
CIK 1632972
PLYMOUTH, MN
Position in CASY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,836,297
+$1,191,175 QoQ
Shares Held
6,085
+21.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#62
of 390 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CASY Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,747,750 across 18 Specialty Retail names. CASY ranks #4 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
115,427 | $8,758,600 | |
| 2 | FIVE |
Five Below, Inc
|
40,751 | $7,326,622 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
15,762 | $7,108,346 | |
| 4 | CASY |
Caseys General Stores Inc
This page
|
6,085 | $4,836,297 | |
| 5 | WSM |
Williams Sonoma Inc
|
16,880 | $3,934,728 | |
| 6 | MUSA |
Murphy USA Inc.
|
6,700 | $3,610,429 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
155,110 | $3,587,694 | |
| 8 | TSCO |
Tractor Supply Co /De/
|
84,416 | $2,668,389 |
All Filings in CASY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,836,297 | 6,085 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,645,122 | 5,008 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,802,092 | 6,879 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,105,868 | 5,494 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,735,557 | 5,361 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,404,987 | 3,237 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,139,161 | 2,875 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,019,676 | 2,714 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,087,827 | 2,851 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $907,900 | 2,851 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $754,985 | 2,748 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $737,176 | 2,715 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||