WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DUKH β€” NORTHERN LIGHTS FD TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  Β·  4 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported NORTHERN LIGHTS FD TR (DUKH) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows DUKH 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 DUKH 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 NORTHERN LIGHTS FD TR, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

DUKH stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held DUKH β€” position size vs. price
% of Fund (quarterly)    DUKH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 9,880 -3,730 -27.4% 0.00% $236K 2026-07-15 $23.92
2026 Q1 REDUCED 48.9% +1.4% ❌ 13,610 -13,045 -48.9% 0.00% $326K 2026-04-08 $23.68
2025 Q4 ADDED β€” β€” β€” 26,655 +680 +2.6% 0.00% $653K 2026-01-08 $23.89
2025 Q3 INITIATED β€” β€” β€” 25,975 β€” β€” 0.00% $636K 2025-10-29 $23.61

🏒 Other funds also holding DUKH

As of 2026 Q2 β€” sorted by position size

Independent Wealth Network Inc. 3Y 0.59%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and DUKH

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 DUKH?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported DUKH across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for DUKH was 0.00% in 2025 Q3.

What is the latest reported DUKH position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 9,880 shares, equal to 0.00% of portfolio, with an estimated market value of $236K.

What does the chart on this DUKH ownership page compare?

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

Based on 13F filing dates vs. subsequent DUKH price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DUKH relative to SPY over the holding period was -11.8%.

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