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 Q3	$421K	Buy	24,843 +720	+3%	+$13K	﹤0.01%	3003
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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Lazard Global Total Return & Income Fund (LGI) stake by 3% in Q3 2026, buying an estimated $13K and bringing the position to 24,843 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #3003.

Wealth Enhancement Advisory Services first reported a position in LGI in Q3 2023 and has held it in 13 quarters since. The position peaked at $524K in Q3 2023. 6 funds tracked by Wall St. Rank hold LGI as of Q3 2026.

Wealth Enhancement Advisory Services held 24,843 shares of Lazard Global Total Return & Income Fund worth $421K as of Q3 2026.
Wealth Enhancement Advisory Services bought 720 Lazard Global Total Return & Income Fund shares in Q3 2026, an estimated $13K.
Lazard Global Total Return & Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3003 holding.
Wealth Enhancement Advisory Services first reported a position in Lazard Global Total Return & Income Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Lazard Global Total Return & Income Fund position peaked at $524K in Q3 2023.
6 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q3 2026.

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