Wealth Enhancement Advisory Services’s BlackRock Floating Rate Income Trust BGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Buy	+34,000	New	+$368K	﹤0.01%	3009

Other funds holding BGT

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in BlackRock Floating Rate Income Trust (BGT) in Q2 2026: 34,000 shares worth $363K. The stake represents ﹤0.01% of the portfolio and ranks #3009 among its holdings.

77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

Wealth Enhancement Advisory Services held 34,000 shares of BlackRock Floating Rate Income Trust worth $363K as of Q2 2026.
BlackRock Floating Rate Income Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
BlackRock Floating Rate Income Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3009 holding.
77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

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