Position in PUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$724,325
-$35,751 QoQ
Shares Held
27,017
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 282 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $65,510,485 across 13 Insurance - Life names. PUK ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
132,532 | $15,539,377 | |
| 2 | MET |
Metlife Inc
|
143,792 | $12,166,241 | |
| 3 | GL |
Globe Life Inc.
|
59,561 | $10,642,359 | |
| 4 | PRU |
Prudential Financial Inc
|
95,387 | $10,295,118 | |
| 5 | UNM |
Unum Group
|
55,711 | $4,980,563 | |
| 6 | MFC |
Manulife Financial Corp
|
87,093 | $3,528,137 | |
| 7 | PRI |
Primerica, Inc.
|
7,185 | $2,041,977 | |
| 8 | LNC |
Lincoln National Corp
|
52,900 | $1,870,015 |
All Filings in PUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,325 | 27,017 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $760,076 | 26,735 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,182,684 | 38,004 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,033,138 | 36,911 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $985,287 | 39,380 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,271,682 | 59,148 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,266,305 | 79,442 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,104,112 | 59,553 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,094,601 | 59,749 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $991,287 | 51,442 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,028,254 | 45,802 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $894,599 | 40,812 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||