WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SNEX — StoneX Group Inc.

CIK 1632972 PLYMOUTH, MN

Position in SNEX

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

Position Value

$1,166,988

+$370,408 QoQ

Shares Held

14,772

-0.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#228

of 471 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $455,007,358 across 38 Capital Markets names. SNEX ranks #21 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	730,082	$152,616,341
2	GS	Goldman Sachs Group Inc	84,239	$85,196,797
3	SCHW	Schwab Charles Corp	732,753	$67,611,119
4	WULF	Terawulf Inc.	1,959,166	$48,391,400
5	MC	Moelis & Co	283,885	$18,571,756
6	HOOD	Robinhood Markets, Inc.	138,296	$13,868,322
7	TW	Tradeweb Markets Inc.	96,556	$9,622,770
8	EVR	Evercore Inc.	26,830	$9,160,835

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,166,988	9,848	-0.3%	Shares	Sole	2026-07-15
2026-03-31	$796,580	9,877	+13.1%	Shares	Sole	2026-04-08
2025-12-31	$830,580	8,731	+8.7%	Shares	Sole	2026-01-08
2025-09-30	$810,891	8,035	+2.8%	Shares	Sole	2025-10-29
2025-06-30	$712,350	7,816	+2.5%	Shares	Sole	2025-07-10
2025-03-31	$582,168	7,622	+51.7%	Shares	Sole	2025-04-16
2024-12-31	$492,200	5,024	+16.5%	Shares	Sole	2025-03-17
2024-09-30	$353,147	4,313	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$324,661	4,311	+1.3%	Shares	Sole	2024-07-16
2024-03-31	$298,956	4,255	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.