Wealth Enhancement Advisory Services
ISD

Wealth Enhancement Advisory Services’s PGIM High Yield Bond Fund ISD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457K Buy
35,545
+3,079
+9% +$40.4K ﹤0.01% 2767
2026
Q1 		$426K Sell
32,466
-25,134
-44% -$357K ﹤0.01% 2461
2025
Q4 		$832K Sell
57,600
-1,376
-2% -$19.9K ﹤0.01% 2077
2025
Q3 		$851K Sell
58,976
-2,376
-4% -$34.2K ﹤0.01% 1970
2025
Q2 		$879K Sell
61,352
-1,492
-2% -$20.3K ﹤0.01% 1831
2025
Q1 		$896K Buy
+62,844
New +$882K ﹤0.01% 1661

Other funds holding ISD

SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its PGIM High Yield Bond Fund (ISD) stake by 9.5% in Q2 2026, buying an estimated $40.4K and bringing the position to 35,545 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Wealth Enhancement Advisory Services first reported a position in ISD in Q1 2025 and has held it in 6 quarters since. The position peaked at $896K in Q1 2025. 10 funds tracked by Wall St. Rank hold ISD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 35,545 shares of PGIM High Yield Bond Fund worth $457K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,079 PGIM High Yield Bond Fund shares in Q2 2026, an estimated $40.4K.
  • PGIM High Yield Bond Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2767 holding.
  • Wealth Enhancement Advisory Services first reported a position in PGIM High Yield Bond Fund in Q1 2025 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's PGIM High Yield Bond Fund position peaked at $896K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q2 2026.

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