Wealth Enhancement Advisory Services’s FS Specialty Lending Fund FSSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$827K	Sell	70,905 -3,398	-5%	-$38.8K	﹤0.01%	2340
2026 Q2	$830K	Buy	74,303 +3,025	+4%	+$35.7K	﹤0.01%	2221
2026 Q1	$882K	Sell	71,278 -35,418	-33%	-$462K	﹤0.01%	1893
2025 Q4	$1.49M	Buy	+106,696	New	+$1.46M	﹤0.01%	1697

Other funds holding FSSL

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its FS Specialty Lending Fund (FSSL) stake by 4.6% in Q3 2026, selling an estimated $38.8K and leaving 70,905 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Wealth Enhancement Advisory Services first reported a position in FSSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 48 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

Wealth Enhancement Advisory Services held 70,905 shares of FS Specialty Lending Fund worth $827K as of Q3 2026.
Wealth Enhancement Advisory Services sold 3,398 FS Specialty Lending Fund shares in Q3 2026, an estimated $38.8K.
FS Specialty Lending Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2340 holding.
Wealth Enhancement Advisory Services first reported a position in FS Specialty Lending Fund in Q4 2025 and has held it in 4 quarters since.
Wealth Enhancement Advisory Services's FS Specialty Lending Fund position peaked at $1.49M in Q4 2025.
48 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

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