WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HTD — HANCOCK JOHN TAX-ADVANTAGED

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  12 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported HANCOCK JOHN TAX-ADVANTAGED (HTD) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows HTD 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 HTD 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 HANCOCK JOHN TAX-ADVANTAGED, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

HTD stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held HTD — position size vs. price
% of Fund (quarterly)    HTD 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 Q2 ADDED — — — 32,431 +656 +2.1% 0.00% $839K 2026-07-15 $25.88
2026 Q1 REDUCED 24.8% +6.0% ❌ 31,775 -10,507 -24.8% 0.00% $792K 2026-04-08 $24.79
2025 Q4 REDUCED — — — 42,282 -120 -0.3% 0.00% $998K 2026-01-08 $22.75
2025 Q3 ADDED — — — 42,402 +73 +0.2% 0.00% $1.1M 2025-10-29 $23.24
2025 Q2 ADDED — — — 42,329 +147 +0.3% 0.00% $1.0M 2025-07-10 $22.28
2025 Q1 ADDED — — — 42,182 +1,630 +4.0% 0.00% $1.0M 2025-04-16 $19.92
2024 Q4 UNCHANGED — — — 40,552 — 0% 0.00% $942K 2025-01-10 $19.50
2024 Q3 REDUCED 6.1% -2.9% ✅ 40,552 -2,625 -6.1% 0.00% $942K 2024-10-24 $20.54
2024 Q2 REDUCED — — — 43,177 -649 -1.5% 0.00% $873K 2024-07-16 $17.51
2024 Q1 ADDED — — — 43,826 +773 +1.8% 0.00% $862K 2024-04-15 $15.59
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HTD

As of 2026 Q2 — sorted by position size

PMG Family Office LLC 0.69% Diesslin Group, Inc. 0.3% MRA Advisory Group 3Y 0.25% First National Bank of Mount Dora, Trust Investment Services 3Y 0.14% Hennion & Walsh Asset Management, Inc. 3Y 0.03% Spire Wealth Management 3Y 0.03% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.01% Sowell Financial Services LLC 3Y 7Y 0.01% Kennebec Savings Bank 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and HTD

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 HTD?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported HTD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for HTD was 0.00% in 2024 Q1.

What is the latest reported HTD position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 32,431 shares, equal to 0.00% of portfolio, with an estimated market value of $839K.

What does the chart on this HTD ownership page compare?

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

Based on 13F filing dates vs. subsequent HTD price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 6 out of 10 reported position changes (60%). The annualised alpha on HTD relative to SPY over the holding period was +2.7%.

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