Wealth Enhancement Advisory Services’s Dynex Capital DX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$204K	Sell	19,087 -9,390	-33%	-$119K	﹤0.01%	3728
2026 Q2	$374K	Buy	28,477 +6,444	+29%	+$84.8K	﹤0.01%	2978
2026 Q1	$284K	Buy	22,033 +5,575	+34%	+$76.7K	﹤0.01%	2831
2025 Q4	$232K	Buy	16,458 +4,473	+37%	+$60.4K	﹤0.01%	3151
2025 Q3	$154K	Sell	11,985 -11,405	-49%	-$143K	﹤0.01%	3225
2025 Q2	$300K	Buy	+23,390	New	+$284K	﹤0.01%	2644

Other funds holding DX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Dynex Capital (DX) stake by 33% in Q3 2026, selling an estimated $119K and leaving 19,087 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #3728.

Wealth Enhancement Advisory Services first reported a position in DX in Q2 2025 and has held it in 6 quarters since. The position peaked at $374K in Q2 2026. 145 funds tracked by Wall St. Rank hold DX as of Q3 2026.

Wealth Enhancement Advisory Services held 19,087 shares of Dynex Capital worth $204K as of Q3 2026.
Wealth Enhancement Advisory Services sold 9,390 Dynex Capital shares in Q3 2026, an estimated $119K.
Dynex Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3728 holding.
Wealth Enhancement Advisory Services first reported a position in Dynex Capital in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Dynex Capital position peaked at $374K in Q2 2026.
145 funds tracked by Wall St. Rank held Dynex Capital as of Q3 2026.

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