Wealth Enhancement Advisory Services
FSK icon

Wealth Enhancement Advisory Services’s FS KKR Capital FSK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Buy
95,348
+271
+0.3% +$2.92K ﹤0.01% 2053
2026
Q1 		$999K Sell
95,077
-3,335
-3% -$41.7K ﹤0.01% 1799
2025
Q4 		$1.44M Buy
98,412
+6,000
+6% +$91K ﹤0.01% 1725
2025
Q3 		$1.34M Sell
92,412
-8,184
-8% -$155K ﹤0.01% 1687
2025
Q2 		$2.15M Sell
100,596
-20,397
-17% -$416K ﹤0.01% 1322
2025
Q1 		$2.53M Sell
120,993
-8,337
-6% -$186K ﹤0.01% 1129
2024
Q4 		$2.81M Buy
129,330
+12,782
+11% +$268K 0.01% 1025
2024
Q3 		$2.3M Sell
116,548
-6,221
-5% -$124K ﹤0.01% 990
2024
Q2 		$2.42M Buy
122,769
+28,889
+31% +$568K 0.01% 913
2024
Q1 		$1.79M Sell
93,880
-4,587
-5% -$90.8K ﹤0.01% 990
2023
Q4 		$1.97M Sell
98,467
-20,340
-17% -$400K 0.01% 906
2023
Q3 		$2.34M Buy
+118,807
New +$2.38M 0.01% 807

Other funds holding FSK

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
CCM
Campbell Capital Management Miami, Florida $279M AUM 49.18% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its FS KKR Capital (FSK) stake by 0.29% in Q2 2026, buying an estimated $2.92K and bringing the position to 95,348 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Wealth Enhancement Advisory Services first reported a position in FSK in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q4 2024. 67 funds tracked by Wall St. Rank hold FSK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 95,348 shares of FS KKR Capital worth $1.03M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 271 FS KKR Capital shares in Q2 2026, an estimated $2.92K.
  • FS KKR Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2053 holding.
  • Wealth Enhancement Advisory Services first reported a position in FS KKR Capital in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's FS KKR Capital position peaked at $2.81M in Q4 2024.
  • 67 funds tracked by Wall St. Rank held FS KKR Capital as of Q2 2026.

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