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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → USB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC USB Position History
U.S. Bancorp • Financial Services
Quarters held
17
Latest value
$86K
Q3 2026
Peak value
$50.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39.1M |
| Q3 2025 | $10K |
| Q3 2025 | $6K |
| Q3 2025 | $611 |
| Q3 2025 | $1K |
| Q4 2025 | $0 |
| Q4 2025 | $0 |
| Q4 2025 | $50.4M |
| Q1 2026 | $30.2M |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q2 2026 | $35.4M |
| Q2 2026 | $91K |
| Q2 2026 | $1M |
| Q3 2026 | $35.7M |
| Q3 2026 | $941K |
| Q3 2026 | $86K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $86K | 1.5K | — | — |
| Q3 2026 | $941K | 16.5K | — | — |
| Q3 2026 | $35.7M | 644.4K | — | — |
| Q2 2026 | $1M | 16.5K | — | — |
| Q2 2026 | $91K | 1.5K | — | — |
| Q2 2026 | $35.4M | 582.5K | — | — |
| Q1 2026 | $0 | 1.5K | — | — |
| Q1 2026 | $0 | 16.5K | — | — |
| Q1 2026 | $30.2M | 581.7K | — | — |
| Q4 2025 | $50.4M | 899.4K | — | — |
| Q4 2025 | $0 | 918 | — | — |
| Q4 2025 | $0 | 0 | — | — |
| Q3 2025 | $1K | 7.1K | — | — |
| Q3 2025 | $611 | 2.8K | — | — |
| Q3 2025 | $6K | 4.0K | — | — |
| Q3 2025 | $10K | 4.0K | — | — |
| Q3 2025 | $39.1M | 824.0K | — | — |
Other funds holding USB
$6.2B
$6.1B
$5.6B
$4.5B
$4.5B
$3.8B
$3.6B