WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in MKTX — Marketaxess Holdings Inc

CIK 1632972 PLYMOUTH, MN

Position in MKTX

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$9,267,256

+$832,425 QoQ

Shares Held

56,172

+20.7% QoQ

Ownership

0.158%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 4.500542984814228.ToString("F0")% Shared 0.ToString("F0")% None 95.49945701518577.ToString("F0")%

Financial Services · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $429,680,540 across 32 Capital Markets names. MKTX ranks #8 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	136,841	$115,766,117
2	MS	Morgan Stanley	699,710	$115,151,274
3	SCHW	Schwab Charles Corp	705,118	$66,266,989
4	WULF	Terawulf Inc.	1,892,064	$27,302,483
5	HOOD	Robinhood Markets, Inc.	303,431	$21,027,768
6	MC	Moelis & Co	283,530	$16,161,210
7	TW	Tradeweb Markets Inc.	94,058	$11,066,864
8	MKTX	Marketaxess Holdings Inc This page	56,172	$9,267,256

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,267,256	56,172	+20.7%	Shares	Sole	2026-04-08
2025-12-31	$8,434,831	46,537	+305.3%	Shares	Sole	2026-01-08
2025-09-30	$2,000,564	11,481	-19.9%	Shares	Sole	2025-10-29
2025-06-30	$3,201,802	14,336	+327.9%	Shares	Sole	2025-07-10
2025-03-31	$724,772	3,350	+23.8%	Shares	Sole	2025-04-16
2024-12-31	$611,890	2,707	+173.2%	Shares	Sole	2025-03-17
2024-09-30	$253,894	991	-4.3%	Shares	Sole	2024-10-24
2024-06-30	$207,749	1,036	-27.3%	Shares	Sole	2024-07-16
2024-03-31	$312,431	1,425	+10.2%	Shares	Sole	2024-04-15
2023-12-31	$378,655	1,293	+2.7%	Shares	Sole	2024-01-30
2023-09-30	$268,972	1,259	-54.5%	Shares	Sole	2023-11-13
2020-09-30	$1,334,004	2,770	+10.6%	Shares	Sole	2020-11-12
2020-06-30	$1,254,804	2,505	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.