WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PBR/A — PETROLEO BRASILEIRO SA PETRO

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PETROLEO BRASILEIRO SA PETRO (PBR/A) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows PBR/A 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 PBR/A 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 PETROLEO BRASILEIRO SA PETRO, 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

PBR/A was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 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.

PBR/A stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held PBR/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 19,854 +2,979 +17.7% 0.00% $309K 2026-07-15 $19.29
2026 Q1 REDUCED — — — 16,875 -46,393 -73.3% 0.00% $315K 2026-04-08 $18.23
2025 Q4 REDUCED — — — 63,268 -6,413 -9.2% 0.00% $697K 2026-01-08 $11.26
2025 Q3 ADDED — — — 69,681 +2,811 +4.2% 0.00% $803K 2025-10-29 $11.20
2025 Q2 ADDED — — — 66,870 +12,744 +23.5% 0.00% $796K 2025-07-10 $11.66
2025 Q1 ADDED — — — 54,126 +14,858 +37.8% 0.00% $706K 2025-04-16 $9.97
2024 Q4 UNCHANGED — — — 39,268 — 0% 0.00% $518K 2025-01-10 $11.45
2024 Q3 INITIATED — — — 39,268 — — 0.00% $518K 2024-10-24 $11.05

🏢 Other funds also holding PBR/A

As of 2026 Q2 — sorted by position size

Oldfield Partners LLP 3Y 7Y 0.32% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.01% QRG CAPITAL MANAGEMENT, INC. 0.01% GAMMA Investing LLC 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0% LRI Investments, LLC 0.0% HHM Wealth Advisors, LLC 3Y 7Y 0.0% Abound Wealth Management 0.0%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and PBR/A

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 PBR/A?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported PBR/A across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for PBR/A was 0.00% in 2025 Q1.

What is the latest reported PBR/A position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 19,854 shares, equal to 0.00% of portfolio, with an estimated market value of $309K.

What does the chart on this PBR/A ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly PBR/A 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 PBR/A position?

Based on 13F filing dates vs. subsequent PBR/A price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PBR/A relative to SPY over the holding period was +17.4%.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings