Wealth Enhancement Advisory Services
AGO icon

Wealth Enhancement Advisory Services’s Assured Guaranty AGO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15M Buy
38,335
+7,174
+23% +$566K 0.01% 1288
2026
Q1 		$2.53M Sell
31,161
-3,810
-11% -$325K 0.01% 1260
2025
Q4 		$3.14M Buy
34,971
+836
+2% +$72.1K ﹤0.01% 1257
2025
Q3 		$2.82M Buy
34,135
+22,924
+204% +$1.9M ﹤0.01% 1252
2025
Q2 		$959K Sell
11,211
-1,628
-13% -$139K ﹤0.01% 1776
2025
Q1 		$1.13M Sell
12,839
-2,960
-19% -$265K ﹤0.01% 1540
2024
Q4 		$1.42M Buy
15,799
+6,496
+70% +$569K ﹤0.01% 1354
2024
Q3 		$740K Buy
+9,303
New +$734K ﹤0.01% 1577
2016
Q3 		– Sell
-49,449
Closed -$1.25M – 135
2016
Q2 		$1.25M Buy
49,449
+5,689
+13% +$146K 0.23% 85
2016
Q1 		$1.11M Buy
43,760
+7,170
+20% +$176K 0.22% 93
2015
Q4 		$967K Buy
36,590
+3,718
+11% +$99.7K 0.25% 83
2015
Q3 		$908K Buy
32,872
+5,576
+20% +$140K 0.28% 73
2015
Q2 		$655K Buy
+27,296
New +$760K 0.2% 109

Other funds holding AGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's AGO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Assured Guaranty (AGO) stake by 23% in Q2 2026, buying an estimated $566K and bringing the position to 38,335 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1288.

Wealth Enhancement Advisory Services first reported a position in AGO in Q2 2015 and has held it in 13 quarters since. 370 funds tracked by Wall St. Rank hold AGO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,335 shares of Assured Guaranty worth $3.15M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,174 Assured Guaranty shares in Q2 2026, an estimated $566K.
  • Assured Guaranty made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1288 holding.
  • Wealth Enhancement Advisory Services first reported a position in Assured Guaranty in Q2 2015 and has held it in 13 quarters since.
  • 370 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.