WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in IX — Orix Corp

CIK 1632972 PLYMOUTH, MN

Position in IX

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

Position Value

$473,369

+$235,489 QoQ

Shares Held

12,444

+56.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#142

of 319 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $3,134,124 across 3 Financial Conglomerates names. IX ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	18,970	$1,717,354
2	HTH	Hilltop Holdings Inc.	24,327	$943,401
3	IX	Orix Corp This page	12,444	$473,369

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,369	12,444	+56.9%	Shares	Sole	2026-07-15
2026-03-31	$237,880	7,932	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.