WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AURA — AURA BIOSCIENCES INC

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported AURA BIOSCIENCES INC (AURA) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows AURA 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 AURA 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 AURA BIOSCIENCES INC, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

AURA stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held AURA — position size vs. price
% of Fund (quarterly)    AURA 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 Q3 ADDED — — — 19,130 +1,190 +6.6% 0.00% $124K 2026-10-13 $6.27
2026 Q2 ADDED — — — 17,940 +5,020 +38.9% 0.00% $123K 2026-07-15 $7.01
2026 Q1 ADDED — — — 12,920 +1,196 +10.2% 0.00% $84K 2026-04-08 $6.77
2025 Q4 REDUCED — — — 11,724 -93 -0.8% 0.00% $60K 2026-01-08 $5.16
2025 Q3 REDUCED — — — 11,817 -36 -0.3% 0.00% $68K 2025-10-29 $6.14
2025 Q2 REDUCED 23.2% -1.4% ✅ 11,853 -3,584 -23.2% 0.00% $78K 2025-07-10 $6.77
2025 Q1 ADDED — — — 15,437 +546 +3.7% 0.00% $90K 2025-04-16 $5.40
2024 Q4 UNCHANGED — — — 14,891 — 0% 0.00% $133K 2025-01-10 $7.60
2024 Q3 ADDED — — — 14,891 +24 +0.2% 0.00% $133K 2024-10-24 $11.24
2024 Q2 ADDED — — — 14,867 +46 +0.3% 0.00% $112K 2024-07-16 $9.25
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AURA

As of 2026 Q3 — sorted by position size

Y-Intercept (Hong Kong) Ltd 3Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.0% Vontobel Holding Ltd. 3Y 0.0% GAMMA Investing LLC 0.0% Essential Partners LLC 0.0% True Wealth Design, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Blue Trust, Inc. 3Y 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and AURA

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 AURA?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported AURA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

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

The largest reported portfolio weight for AURA was 0.00% in 2024 Q3.

What is the latest reported AURA position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 19,130 shares, equal to 0.00% of portfolio, with an estimated market value of $124K.

What does the chart on this AURA ownership page compare?

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

Based on 13F filing dates vs. subsequent AURA price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on AURA relative to SPY over the holding period was +205.9%.

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