Wealth Enhancement Advisory Services
OTF icon

Wealth Enhancement Advisory Services’s Blue Owl Technology Finance Corp OTF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.07M Buy
113,886
+100
+0.1% +$1.07K ﹤0.01% 2132
2026
Q2 		$1.18M Buy
113,786
+32,700
+40% +$364K ﹤0.01% 1958
2026
Q1 		$932K Buy
81,086
+7,094
+10% +$90.4K ﹤0.01% 1855
2025
Q4 		$1.04M Buy
73,992
+42,888
+138% +$602K ﹤0.01% 1934
2025
Q3 		$435K Buy
+31,104
New +$467K ﹤0.01% 2478

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

Wealth Enhancement Advisory Services increased its Blue Owl Technology Finance Corp (OTF) stake by 0.09% in Q3 2026, buying an estimated $1.07K and bringing the position to 113,886 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Wealth Enhancement Advisory Services first reported a position in OTF in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2026. 163 funds tracked by Wall St. Rank hold OTF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 113,886 shares of Blue Owl Technology Finance Corp worth $1.07M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 100 Blue Owl Technology Finance Corp shares in Q3 2026, an estimated $1.07K.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2132 holding.
  • Wealth Enhancement Advisory Services first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Blue Owl Technology Finance Corp position peaked at $1.18M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q3 2026.

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