Wealth Enhancement Advisory Services
BCIC icon

Wealth Enhancement Advisory Services’s BCP Investment Corp BCIC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.22M Buy
177,251
+19,341
+12% +$142K ﹤0.01% 2039
2026
Q2 		$1.16M Buy
157,910
+71,157
+82% +$545K ﹤0.01% 1967
2026
Q1 		$663K Sell
86,753
-163,332
-65% -$1.77M ﹤0.01% 2112
2025
Q4 		$3M Buy
250,085
+17,731
+8% +$215K ﹤0.01% 1294
2025
Q3 		$2.68M Buy
+232,354
New +$2.86M ﹤0.01% 1279

Other funds holding BCIC

Founders Financial Alliance
Founders Financial Alliance Raleigh, North Carolina $723M AUM 19.75% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Gables Capital Management
Gables Capital Management Miami, Florida $267M AUM 34.53% 1-Year Est. Return
Deltec Asset Management
Deltec Asset Management New York $642M AUM 16.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Accordant Advisory Group
Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Wealth Enhancement Advisory Services's BCIC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its BCP Investment Corp (BCIC) stake by 12% in Q3 2026, buying an estimated $142K and bringing the position to 177,251 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2039.

Wealth Enhancement Advisory Services first reported a position in BCIC in Q3 2025 and has held it in 5 quarters since. The position peaked at $3M in Q4 2025. 25 funds tracked by Wall St. Rank hold BCIC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 177,251 shares of BCP Investment Corp worth $1.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 19,341 BCP Investment Corp shares in Q3 2026, an estimated $142K.
  • BCP Investment Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2039 holding.
  • Wealth Enhancement Advisory Services first reported a position in BCP Investment Corp in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's BCP Investment Corp position peaked at $3M in Q4 2025.
  • 25 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.