Wealth Enhancement Advisory Services
AEF

Wealth Enhancement Advisory Services’s abrdn Emerging Markets Equity Income Fund AEF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AEF Stock Details AEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,067
Closed -$73.6K – 3573
2025
Q4 		$73.6K Sell
10,067
-1,687
-14% -$11.4K ﹤0.01% 3489
2025
Q3 		$76.5K Buy
11,754
+211
+2% +$1.3K ﹤0.01% 3372
2025
Q2 		$69.4K Buy
11,543
+158
+1% +$839 ﹤0.01% 3188
2025
Q1 		$56.5K Buy
11,385
+296
+3% +$1.56K ﹤0.01% 2837
2024
Q4 		$57.6K Hold
11,089
– – ﹤0.01% 2855
2024
Q3 		$62.5K Buy
11,089
+102
+0.9% +$543 ﹤0.01% 2602
2024
Q2 		$58K Sell
10,987
-1,987
-15% -$10.3K ﹤0.01% 2446
2024
Q1 		$65.5K Sell
12,974
-29,051
-69% -$145K ﹤0.01% 2331
2023
Q4 		$215K Buy
42,025
+22
+0.1% +$105 ﹤0.01% 2046
2023
Q3 		$200K Buy
+42,003
New +$216K ﹤0.01% 2007

Other funds holding AEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return