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Net flow Fri 30 Oct:−$815.8MCumulative:+$73.7BNAV:$116.6BCEFI:25 · FearBTC holders vs entry Fri 30 Oct:−3.3%Funds:58Assets:16
data for Fri 30 Oct · published Sat 31 Oct 05:48 UTC · T+1
Net flow Fri 30 Oct−$815.8MCumulative+$73.7BCEFI25Fear
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Wealth Enhancement Advisory Services

Wealth adviser our classification

Generated from SEC records

Investment manager in Plymouth, filing as WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Its 13F lists 4,384 positions; crypto ETFs make up 0.04% of the reported value.

Legal name (SEC)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Headquarters
505 North Highway 169 Suite 900, Plymouth, MN 55441
Incorporated
Minnesota
SEC filer ID (CIK)
1632972

Sources: SEC EDGAR (company record and the Q2 2026 13F). No Wikidata entry.

Crypto ETF holdings

Only US spot crypto ETFs from this 13F, not the whole portfolio.

13F filings for the quarter ended Jun 30, 2026 · next update after Nov 14, 2026 · What is a 13F?

Crypto ETF value$26.0MJun 30, 2026
Funds held11BTC · ETH · XRP
Change in shares, q/q−$1.4M−54K · −7% · ≈ at Jun 30 prices
Holding sinceQ1 2410 quarters in a row

Value across crypto ETFs by quarter

US$, at each quarter-end price; it moves with the coin, shares tell the buying.

Q1 24: $19.0MQ1 24Q2 24: $17.9MQ2 24Q3 24: $20.6MQ3 24Q4 24: $42.6MQ4 24Q1 25: $39.4MQ1 25Q2 25: $55.9MQ2 25Q3 25: $78.6M$78.6MQ3 25Q4 25: $66.0MQ4 25Q1 26: $29.3MQ1 26Q2 26: $26.0M$26.0MQ2 26
Q1 24: $19.0MQ1 24Q2 24: $17.9MQ3 24: $20.6MQ4 24: $42.6MQ4 24Q1 25: $39.4MQ2 25: $55.9MQ3 25: $78.6M$78.6MQ3 25Q4 25: $66.0MQ1 26: $29.3MQ2 26: $26.0M$26.0MQ2 26

Positions on Jun 30, 2026

11 funds · “largest holder” = biggest position among all 13F filers in that fund

FundAssetValueOf its crypto ETFsOf the fund's 13F valueChange in shares, q/q
IBITBitcoin$8.9M34.2%0.1%+11K +5%
GBTCBitcoin$5.6M21.5%0.4%−2K −2%
FBTCBitcoin$4.2M16.2%0.2%−6K −8%
BITBBitcoin$3.1M11.9%0.5%−25K −22%
BTCBitcoin$1.1M4.2%0.1%−2K −5%
ETHEthereum$900K3.5%0.2%+1K +2%
FETHEthereum$700K2.7%1.1%−3K −8%
ETHEEthereum$600K2.3%0.6%−2K −4%
ETHAEthereum$400K1.5%0.0%−20K −41%
XRPCXRP$400K1.5%1.0%new
ETHWEthereum$200K0.8%0.4%−2K −15%

Timeline

  1. Q1 24First crypto ETF position on record: $19.0M, GBTC, IBIT, FBTC, ARKB, BITB.
  2. Q2 24Entered HODL.
  3. Q3 24Entered BTC, ETH, ETHE. Exited HODL.
  4. Q4 24Entered ETHW.
  5. Q2 25Entered FETH, ETHA. Exited ETHW.
  6. Q3 25Entered HODL, ETHW. Peak value: $78.6M across crypto ETFs.
  7. Q4 25Entered BTCO, XRP. Exited HODL.
  8. Q1 26Entered XRPZ. Exited BTCO, XRP.
  9. Q2 26Entered XRPC. Exited ARKB, XRPZ. Holds 11 funds worth $26.0M.

This page shows only crypto ETFs from this manager's 13F, not its whole portfolio. Open this 13F filing on sec.gov