WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BBBI β€” BONDBLOXX ETF TRUST

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  1 quarter on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BONDBLOXX ETF TRUST (BBBI) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows BBBI 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 BBBI 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 BONDBLOXX ETF TRUST, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 BBBI β€” position size vs. price
% of Fund (quarterly)    BBBI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 47,937 β€” β€” 0.00% $2.4M 2026-07-15 $51.05

🏒 Other funds also holding BBBI

As of 2026 Q2 β€” sorted by position size

ATWOOD & PALMER INC 3Y 7Y 2.15%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and BBBI

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 BBBI?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported BBBI across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

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

The largest reported portfolio weight for BBBI was 0.00% in 2026 Q2.

What is the latest reported BBBI position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 47,937 shares, equal to 0.00% of portfolio, with an estimated market value of $2.4M.

What does the chart on this BBBI ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly BBBI 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.

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