WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in STK — Columbia Seligman Premium Technology Growth Fund, Inc.
CIK 1632972
PLYMOUTH, MN
Position in STK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$556,530
+$268,035 QoQ
Shares Held
10,331
+35.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 28 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in STK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,309,196 across 173 Asset Management names. STK ranks #85 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,969,959 | $51,987,218 | |
| 2 | BLK |
BlackRock, Inc.
|
50,374 | $48,437,623 | |
| 3 | STT |
State Street Corp
|
269,468 | $45,701,772 | |
| 4 | BX |
Blackstone Inc.
|
256,063 | $30,130,933 | |
| 5 | TROW |
Price T Rowe Group Inc
|
215,256 | $24,472,454 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
662,675 | $19,992,904 | |
| 7 | AMP |
Ameriprise Financial Inc
|
33,437 | $15,339,558 | |
| 8 | BEN |
Franklin Resources Inc
|
446,300 | $14,848,401 |
All Filings in STK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,530 | 10,331 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $288,495 | 7,606 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $354,066 | 9,624 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,332 | 8,305 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $235,586 | 7,747 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $276,246 | 9,873 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $589,317 | 18,445 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $679,043 | 20,276 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $674,988 | 20,276 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $646,196 | 20,276 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $635,950 | 20,125 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $547,802 | 20,125 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||