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
Q3 		$1.14M Buy
105,533
+10,185
+11% +$117K ﹤0.01% 2081
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

Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Beach Point Capital Management
Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Investmark Advisory Group
Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its FS KKR Capital (FSK) stake by 11% in Q3 2026, buying an estimated $117K and bringing the position to 105,533 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Wealth Enhancement Advisory Services first reported a position in FSK in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.81M in Q4 2024. 102 funds tracked by Wall St. Rank hold FSK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 105,533 shares of FS KKR Capital worth $1.14M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 10,185 FS KKR Capital shares in Q3 2026, an estimated $117K.
  • FS KKR Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2081 holding.
  • Wealth Enhancement Advisory Services first reported a position in FS KKR Capital in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's FS KKR Capital position peaked at $2.81M in Q4 2024.
  • 102 funds tracked by Wall St. Rank held FS KKR Capital as of Q3 2026.

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