WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1632972 PLYMOUTH, MN

Position in IBKR

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

Position Value

$3,254,338

+$556,716 QoQ

Shares Held

37,389

-7.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#381

of 1,105 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. IBKR ranks #13 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc.	96,556	$9,622,770
8	EVR	Evercore Inc.	26,830	$9,160,835

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,254,338	37,389	-7.0%	Shares	Sole	2026-07-15
2026-03-31	$2,697,622	40,221	-92.9%	Shares	Sole	2026-04-08
2025-12-31	$36,649,240	569,884	+1013.6%	Shares	Sole	2026-01-08
2025-09-30	$3,521,489	51,177	-82.4%	Shares	Sole	2025-10-29
2025-06-30	$16,085,689	290,303	+500.2%	Shares	Sole	2025-07-10
2025-03-31	$8,008,594	48,364	+245.5%	Shares	Sole	2025-04-16
2024-12-31	$2,473,380	14,000	+10.9%	Shares	Sole	2025-03-17
2024-09-30	$1,759,141	12,623	-12.8%	Shares	Sole	2024-10-24
2024-06-30	$1,774,389	14,473	+3.7%	Shares	Sole	2024-07-16
2024-03-31	$1,559,695	13,962	-55.9%	Shares	Sole	2024-04-15
2023-12-31	$2,621,712	31,625	+162.1%	Shares	Sole	2024-01-30
2023-09-30	$1,044,432	12,066	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.