WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in RKT — Rocket Companies, Inc.

CIK 1632972 PLYMOUTH, MN

Position in RKT

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

Position Value

$903,168

+$532,569 QoQ

Shares Held

57,344

+120.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#12

of 64 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 7.324091027988492.ToString("F0")% Shared 0.ToString("F0")% None 92.67590897201151.ToString("F0")%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,920,918 across 3 Mortgage Finance names. RKT ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	57,344	$903,168
2	WD	Walker & Dunlop, Inc.	15,302	$837,019
3	UWMC	UWM Holdings Corp	78,922	$180,731

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$903,168	57,344	+120.5%	Shares	Sole	2026-07-15
2026-03-31	$370,599	26,007	-76.8%	Shares	Sole	2026-04-08
2025-12-31	$2,165,783	111,869	-12.5%	Shares	Sole	2026-01-08
2025-09-30	$2,478,043	127,866	+1051.3%	Shares	Sole	2025-10-29
2025-06-30	$157,483	11,106	+6.8%	Shares	Sole	2025-07-10
2025-03-31	$125,467	10,395	-53.9%	Shares	Sole	2025-04-16
2024-09-30	$433,041	22,566	+14.0%	Shares	Sole	2024-10-24
2024-06-30	$271,260	19,800	+27.3%	Shares	Sole	2024-07-16
2024-03-31	$226,252	15,550	-25.2%	Shares	Sole	2024-04-15
2023-12-31	$300,966	20,785	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.