Wealth Enhancement Advisory Services
EOD icon

Wealth Enhancement Advisory Services’s Allspring Global Dividend Opportunity Fund EOD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EOD Stock Details EOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,200
Closed -$84.3K – 3669
2025
Q4 		$84.3K Sell
14,200
-2,318
-14% -$13.4K ﹤0.01% 3467
2025
Q3 		$95.5K Buy
+16,518
New +$92.7K ﹤0.01% 3343

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KIM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's EOD Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Allspring Global Dividend Opportunity Fund (EOD) in Q1 2026, closing a stake of 14,200 shares — an estimated $84.3K sold.

Wealth Enhancement Advisory Services first reported a position in EOD in Q3 2025 and held it in 2 quarters. The position peaked at $95.5K in Q3 2025. 64 funds tracked by Wall St. Rank hold EOD as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Allspring Global Dividend Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,200 Allspring Global Dividend Opportunity Fund shares in Q1 2026, an estimated $84.3K.
  • Wealth Enhancement Advisory Services first reported a position in Allspring Global Dividend Opportunity Fund in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Allspring Global Dividend Opportunity Fund position peaked at $95.5K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Allspring Global Dividend Opportunity Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.