WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CNS — Cohen & Steers, Inc.
CIK 1632972
PLYMOUTH, MN
Position in CNS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,248,010
+$757,368 QoQ
Shares Held
16,391
+109.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 30 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 4.191324507351595.ToString("F0")%
Shared 0.ToString("F0")%
None 95.8086754926484.ToString("F0")%
Common Shares in CNS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,309,196 across 173 Asset Management names. CNS ranks #51 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in CNS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,010 | 16,391 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $490,642 | 7,844 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $320,680 | 5,108 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,735 | 4,477 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $342,691 | 4,548 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $379,903 | 4,734 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $459,483 | 4,976 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $480,229 | 5,005 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $370,491 | 5,106 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $422,356 | 5,493 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $427,950 | 5,651 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $322,790 | 5,149 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||