Wealth Enhancement Trust Services, Inc.
Position in IOVA — Iovance Biotherapeutics, Inc.
CIK 2067696
SIOUX FALLS, SD
Position in IOVA
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$39,120
+$7,530 QoQ
Shares Held
9,404
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 287 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOVA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $2,277,045 across 71 Biotechnology names. IOVA ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRSP |
CRISPR Therapeutics AG
|
32,892 | $1,793,929 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
306 | $151,999 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
148 | $92,283 | |
| 4 | INCY |
Incyte Corp
|
403 | $45,683 | |
| 5 | IOVA |
Iovance Biotherapeutics, Inc.
This page
|
9,404 | $39,120 | |
| 6 | RPRX |
Royalty Pharma plc
|
403 | $22,595 | |
| 7 | RARE |
Ultragenyx Pharmaceutical Inc.
|
450 | $15,025 | |
| 8 | JAZZ |
Jazz Pharmaceuticals plc
|
59 | $14,217 |
All Filings in IOVA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,120 | 9,404 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $31,590 | 9,000 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $10,920 | 4,000 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||