Wealth Enhancement Advisory Services
BRSP

Wealth Enhancement Advisory Services’s BrightSpire Capital BRSP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Buy
23,483
+3,248
+16% +$18.6K ﹤0.01% 3745
2026
Q1 		$113K Buy
20,235
+2,552
+14% +$14.8K ﹤0.01% 3291
2025
Q4 		$103K Sell
17,683
-5,803
-25% -$31.9K ﹤0.01% 3424
2025
Q3 		$120K Buy
+23,486
New +$128K ﹤0.01% 3292

Other funds holding BRSP

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its BrightSpire Capital (BRSP) stake by 16% in Q2 2026, buying an estimated $18.6K and bringing the position to 23,483 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

Wealth Enhancement Advisory Services first reported a position in BRSP in Q3 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold BRSP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,483 shares of BrightSpire Capital worth $126K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,248 BrightSpire Capital shares in Q2 2026, an estimated $18.6K.
  • BrightSpire Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3745 holding.
  • Wealth Enhancement Advisory Services first reported a position in BrightSpire Capital in Q3 2025 and has held it in 4 quarters since.
  • 32 funds tracked by Wall St. Rank held BrightSpire Capital as of Q2 2026.

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