WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HIMU β€” BLACKROCK ETF TRUST II

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  5 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BLACKROCK ETF TRUST II (HIMU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows HIMU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HIMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in BLACKROCK ETF TRUST II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HIMU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HIMU stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held HIMU β€” position size vs. price
% of Fund (quarterly)    HIMU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 16,804 +346 +2.1% 0.00% $811K 2026-04-08 $48.49
2025 Q4 REDUCED 47.2% -0.6% βœ… 16,458 -14,714 -47.2% 0.00% $804K 2026-01-08 $48.39
2025 Q3 REDUCED 12.8% +0.7% ❌ 31,172 -4,581 -12.8% 0.00% $1.5M 2025-10-29 $47.99
2025 Q2 REDUCED 18.6% +2.1% ❌ 35,753 -8,161 -18.6% 0.00% $1.7M 2025-07-10 $46.33
2025 Q1 INITIATED β€” β€” β€” 43,914 β€” β€” 0.00% $2.2M 2025-04-16 $45.28

🏒 Other funds also holding HIMU

As of 2026 Q1 β€” sorted by position size

Fairman Group, LLC 2.38% Axiom Financial Strategies, LLC 3Y 1.92% Cardinal Strategic Wealth Guidance 3Y 0.95% CHERRYDALE WEALTH MANAGEMENT, LLC 3Y 0.6% EHRLICH FINANCIAL GROUP 0.6% DeLarme Wealth Management, Inc. 0.58% Sunbeam Capital Management, LLC 0.56% Atlas Private Wealth Advisors 3Y 0.49% Willis Johnson & Associates, Inc. 3Y 0.46% Magnolia Private Wealth, LLC 0.35%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and HIMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning HIMU?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported HIMU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported HIMU position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for HIMU was 0.00% in 2025 Q1.

What is the latest reported HIMU position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 16,804 shares, equal to 0.00% of portfolio, with an estimated market value of $811K.

What does the chart on this HIMU ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly HIMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their HIMU position?

Based on 13F filing dates vs. subsequent HIMU price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on HIMU relative to SPY over the holding period was -21.5%.

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