Wealth Enhancement Advisory Services’s Lazard Global Total Return & Income Fund LGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$452K	Buy	24,123 +7,000	+41%	+$124K	﹤0.01%	2782
2026 Q1	$283K	Sell	17,123 -10,240	-37%	-$186K	﹤0.01%	2833
2025 Q4	$487K	Buy	27,363 +6,154	+29%	+$107K	﹤0.01%	2501
2025 Q3	$373K	Buy	21,209 +1,000	+5%	+$17.2K	﹤0.01%	2603
2025 Q2	$344K	Hold	20,209	–	–	﹤0.01%	2532
2025 Q1	$311K	Hold	20,209	–	–	﹤0.01%	2421
2024 Q4	$323K	Sell	20,209 -7,650	-27%	-$129K	﹤0.01%	2326
2024 Q3	$505K	Sell	27,859 -100	-0.4%	-$1.69K	﹤0.01%	1828
2024 Q2	$466K	Sell	27,959 -671	-2%	-$10.8K	﹤0.01%	1691
2024 Q1	$468K	Buy	28,630 +71	+0.2%	+$1.11K	﹤0.01%	1625
2023 Q4	$438K	Sell	28,559 -9,291	-25%	-$131K	﹤0.01%	1592
2023 Q3	$524K	Buy	+37,850	New	+$564K	﹤0.01%	1403

Other funds holding LGI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Lazard Global Total Return & Income Fund (LGI) stake by 41% in Q2 2026, buying an estimated $124K and bringing the position to 24,123 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Wealth Enhancement Advisory Services first reported a position in LGI in Q3 2023 and has held it in 12 quarters since. The position peaked at $524K in Q3 2023. 43 funds tracked by Wall St. Rank hold LGI as of Q2 2026.

Wealth Enhancement Advisory Services held 24,123 shares of Lazard Global Total Return & Income Fund worth $452K as of Q2 2026.
Wealth Enhancement Advisory Services bought 7,000 Lazard Global Total Return & Income Fund shares in Q2 2026, an estimated $124K.
Lazard Global Total Return & Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2782 holding.
Wealth Enhancement Advisory Services first reported a position in Lazard Global Total Return & Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Lazard Global Total Return & Income Fund position peaked at $524K in Q3 2023.
43 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2026.

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