WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ICAP — SERIES PORTFOLIOS TR

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

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported SERIES PORTFOLIOS TR (ICAP) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows ICAP 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 ICAP 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 SERIES PORTFOLIOS 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 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.

How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held ICAP — position size vs. price
% of Fund (quarterly)    ICAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 8,190 — — 0.00% $224K 2026-10-13 $27.36

🏢 Other funds also holding ICAP

As of 2026 Q3 — sorted by position size

INDEPENDENT FINANCIAL GROUP, LLC 0.04% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and ICAP

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 ICAP?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported ICAP across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for ICAP was 0.00% in 2026 Q3.

What is the latest reported ICAP position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 8,190 shares, equal to 0.00% of portfolio, with an estimated market value of $224K.

What does the chart on this ICAP ownership page compare?

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