Wealth Enhancement Advisory Services
OSG

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
Q2 		$84.6K Buy
+14,061
New +$73.2K ﹤0.01% 3837

Other funds holding OSG

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM

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

Wealth Enhancement Advisory Services opened a new position in Octave Specialty Group (OSG) in Q2 2026: 14,061 shares worth $84.6K. The stake represents ﹤0.01% of the portfolio and ranks #3837 among its holdings.

8 funds tracked by Wall St. Rank hold OSG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,061 shares of Octave Specialty Group worth $84.6K as of Q2 2026.
  • Octave Specialty Group was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Octave Specialty Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3837 holding.
  • 8 funds tracked by Wall St. Rank held Octave Specialty Group as of Q2 2026.

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