Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s AllianceBernstein Global High Income Fund AWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$186K	Buy	18,237 +342	+2%	+$3.51K	﹤0.01%	3618
2026 Q1	$179K	Sell	17,895 -6,115	-25%	-$63.9K	﹤0.01%	3173
2025 Q4	$257K	Sell	24,010 -4,755	-17%	-$51.5K	﹤0.01%	3058
2025 Q3	$319K	Sell	28,765 -3,196	-10%	-$35.7K	﹤0.01%	2732
2025 Q2	$355K	Buy	31,961 +149	+0.5%	+$1.58K	﹤0.01%	2497
2025 Q1	$341K	Buy	31,812 +1,453	+5%	+$15.7K	﹤0.01%	2343
2024 Q4	$326K	Buy	30,359 +2,065	+7%	+$22.5K	﹤0.01%	2318
2024 Q3	$321K	Buy	28,294 +12,956	+84%	+$141K	﹤0.01%	2135
2024 Q2	$161K	Buy	15,338 +225	+1%	+$2.36K	﹤0.01%	2335
2024 Q1	$161K	Buy	+15,113	New	+$157K	﹤0.01%	2239

Other funds holding AWF

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return