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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AX Position History
Axos Financial, Inc. • Financial Services
Quarters held
5
Latest value
$3.6M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q4 2025 | $3.6M |
| Q1 2026 | $3.4M |
| Q2 2026 | $4.1M |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 41.1K | — | — |
| Q2 2026 | $4.1M | 41.6K | — | — |
| Q1 2026 | $3.4M | 39.9K | — | — |
| Q4 2025 | $3.6M | 39.7K | — | — |
| Q3 2025 | $3.4M | 40.4K | — | — |
Other funds holding AX
$294.5M
$294.5M
$239.7M
$96.1M
$76.6M
$53.2M