Wealth Enhancement Advisory Services
BCIC

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
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

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its BCP Investment Corp (BCIC) stake by 82% in Q2 2026, buying an estimated $545K and bringing the position to 157,910 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Wealth Enhancement Advisory Services first reported a position in BCIC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3M in Q4 2025. 45 funds tracked by Wall St. Rank hold BCIC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 157,910 shares of BCP Investment Corp worth $1.16M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 71,157 BCP Investment Corp shares in Q2 2026, an estimated $545K.
  • BCP Investment Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1967 holding.
  • Wealth Enhancement Advisory Services first reported a position in BCP Investment Corp in Q3 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's BCP Investment Corp position peaked at $3M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held BCP Investment Corp as of Q2 2026.

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