Back to PSA-PS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PSA-PS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PSA-PS Position History
Public Storage • Financial Services
Quarters held
5
Latest value
$9.5M
Q3 2026
Peak value
$47.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $47.3M |
| Q4 2025 | $24.8M |
| Q1 2026 | $21.3M |
| Q2 2026 | $9.1M |
| Q3 2026 | $9.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.5M | 33.4K | — | — |
| Q2 2026 | $9.1M | 28.4K | — | — |
| Q1 2026 | $21.3M | 77.1K | — | — |
| Q4 2025 | $24.8M | 91.8K | — | — |
| Q3 2025 | $47.3M | 161.2K | — | — |
Other funds holding PSA-PS
$6.2B
$6.1B
$5.9B
$3.8B
$3.5B
$3.2B
$3.2B