Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Aegon AEG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Buy	37,222 +7,377	+25%	+$60.8K	﹤0.01%	3114
2026 Q1	$220K	Sell	29,845 -43,588	-59%	-$325K	﹤0.01%	3067
2025 Q4	$579K	Buy	73,433 +10,893	+17%	+$83.3K	﹤0.01%	2370
2025 Q3	$490K	Sell	62,540 -189	-0.3%	-$1.41K	﹤0.01%	2386
2025 Q2	$457K	Buy	62,729 +50,805	+426%	+$340K	﹤0.01%	2295
2025 Q1	$78.6K	Sell	11,924 -120	-1%	-$767	﹤0.01%	2804
2024 Q4	$70.9K	Sell	12,044 -3,161	-21%	-$19.8K	﹤0.01%	2841
2024 Q3	$97.2K	Buy	15,205 +2,440	+19%	+$15.1K	﹤0.01%	2563
2024 Q2	$78.3K	Buy	12,765 +707	+6%	+$4.46K	﹤0.01%	2430
2024 Q1	$73K	Buy	12,058 +155	+1%	+$902	﹤0.01%	2320
2023 Q4	$68.6K	Sell	11,903 -38	-0.3%	-$198	﹤0.01%	2196
2023 Q3	$57.3K	Buy	+11,941	New	+$61.5K	﹤0.01%	2149

Other funds holding AEG

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Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return