WEALTH ENHANCEMENT ADVISORY SERVICES, LLC EVLN — MORGAN STANLEY ETF TRUST

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported MORGAN STANLEY ETF TRUST (EVLN) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows EVLN 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 EVLN 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 MORGAN STANLEY ETF TRUST, 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

EVLN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

EVLN stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held EVLN — position size vs. price
% of Fund (quarterly)    EVLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 16,728 -1,227 -6.8% 0.00% $814K 2026-07-15 $48.73
2026 Q1 ADDED — — — 17,955 +2,607 +17.0% 0.00% $868K 2026-04-08 $47.68
2025 Q4 REDUCED — — — 15,348 -140 -0.9% 0.00% $760K 2026-01-08 $47.95
2025 Q3 REDUCED 7.6% +1.3% ❌ 15,488 -1,271 -7.6% 0.00% $769K 2025-10-29 $47.32
2025 Q2 ADDED — — — 16,759 +6,380 +61.5% 0.00% $838K 2025-07-10 $46.76
2025 Q1 REDUCED 35.2% +2.8% ❌ 10,379 -5,635 -35.2% 0.00% $513K 2025-04-16 $44.66
2024 Q4 UNCHANGED — — — 16,014 — 0% 0.00% $802K 2025-01-10 $45.43
2024 Q3 REDUCED 91.7% +2.5% ❌ 16,014 -176,330 -91.7% 0.00% $802K 2024-10-24 $44.61
2024 Q2 REDUCED 11.7% +1.8% ❌ 192,344 -25,451 -11.7% 0.02% $9.7M 2024-07-16 $43.63
2024 Q1 INITIATED — — — 217,795 — — 0.03% $11.0M 2024-04-15 $42.82

🏢 Other funds also holding EVLN

As of 2026 Q2 — sorted by position size

Perennial Advisors, LLC 3Y 7Y 0.73% Next Level Private LLC 3Y 0.09% Bill Few Associates, Inc. 3Y 0.07%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and EVLN

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 EVLN?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EVLN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for EVLN was 0.03% in 2024 Q1.

What is the latest reported EVLN position on this page?

The most recent filing on this page is 2026 Q2, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 16,728 shares, equal to 0.00% of portfolio, with an estimated market value of $814K.

What does the chart on this EVLN ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly EVLN 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 EVLN position?

Based on 13F filing dates vs. subsequent EVLN price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on EVLN relative to SPY over the holding period was -12.5%.

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