WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VFL ABRDN NATL MUN INCOME FD

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported ABRDN NATL MUN INCOME FD (VFL) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows VFL 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VFL 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 ABRDN NATL MUN INCOME FD, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held VFL — position size vs. price
% of Fund (quarterly)    VFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23,687 -36,018 -60.3% 0.00% $234K 2026-04-08 $10.00
2025 Q4 ADDED 59,705 +1,827 +3.2% 0.00% $608K 2026-01-08 $9.95
2025 Q3 REDUCED 57,878 -177 -0.3% 0.00% $581K 2025-10-29 $9.90
2025 Q2 REDUCED 16.7% +7.2% 58,055 -11,645 -16.7% 0.00% $565K 2025-07-10 $9.21
2025 Q1 ADDED 69,700 +392 +0.6% 0.00% $707K 2025-04-16 $8.99
2024 Q4 UNCHANGED 69,308 0% 0.00% $774K 2025-01-10 $9.37
2024 Q3 REDUCED 10.4% -8.5% 69,308 -8,062 -10.4% 0.00% $774K 2024-10-24 $9.68
2024 Q2 ADDED 77,370 +20,860 +36.9% 0.00% $817K 2024-07-16 $9.50
2024 Q1 REDUCED 56,510 -1,337 -2.3% 0.00% $585K 2024-04-15 $8.73
2023 Q4 ADDED 57,847 +5,318 +10.1% 0.00% $591K 2024-01-30 $8.82
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and VFL

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 VFL?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported VFL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for VFL was 0.00% in 2024 Q2.

What is the latest reported VFL position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 23,687 shares, equal to 0.00% of portfolio, with an estimated market value of $234K.

What does the chart on this VFL ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly VFL 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 VFL position?

Based on 13F filing dates vs. subsequent VFL price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VFL relative to SPY over the holding period was -7.5%.

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