Position in CXT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$491,136
+$179,486 QoQ
Shares Held
9,600
+25.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 351 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CXT Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $631,413,526 across 47 Specialty Industrial Machinery names. CXT ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
153,511 | $180,353,933 | |
| 2 | ETN |
Eaton Corp plc
|
314,815 | $134,148,967 | |
| 3 | PH |
Parker-Hannifin Corp
|
46,177 | $45,166,647 | |
| 4 | ITW |
Illinois Tool Works Inc
|
154,783 | $41,864,158 | |
| 5 | EMR |
Emerson Electric Co
|
253,353 | $36,267,481 | |
| 6 | CMI |
Cummins Inc
|
44,354 | $31,633,716 | |
| 7 | FLS |
Flowserve Corp
|
399,358 | $29,616,389 | |
| 8 | ROK |
Rockwell Automation, Inc
|
49,950 | $24,729,246 |
All Filings in CXT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,136 | 9,600 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $311,650 | 7,678 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $319,417 | 6,786 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $453,594 | 6,763 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $361,399 | 6,705 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $336,721 | 6,551 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $380,933 | 6,543 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $250,710 | 4,469 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $218,716 | 3,561 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $211,883 | 3,423 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $201,774 | 3,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $201,441 | 3,625 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||