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

NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 5 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.
  • 5 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.