Wealth Enhancement Advisory Services
OSG icon

Wealth Enhancement Advisory Services’s Octave Specialty Group OSG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$67.8K Buy
14,206
+145
+1% +$743 ﹤0.01% 4000
2026
Q2 		$84.6K Buy
+14,061
New +$73.2K ﹤0.01% 3837

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Octave Specialty Group (OSG) stake by 1% in Q3 2026, buying an estimated $743 and bringing the position to 14,206 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4000.

Wealth Enhancement Advisory Services first reported a position in OSG in Q2 2026 and has held it in 2 quarters since. The position peaked at $84.6K in Q2 2026. 70 funds tracked by Wall St. Rank hold OSG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,206 shares of Octave Specialty Group worth $67.8K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 145 Octave Specialty Group shares in Q3 2026, an estimated $743.
  • Octave Specialty Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4000 holding.
  • Wealth Enhancement Advisory Services first reported a position in Octave Specialty Group in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Octave Specialty Group position peaked at $84.6K in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Octave Specialty Group as of Q3 2026.

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