Wealth Enhancement Advisory Services
OTF

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
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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PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VPWL
VAQUERO PRIVATE WEALTH, LTD Dallas, Texas $486M AUM
PF
Prota Financial Houston, Texas $152M AUM
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Blue Owl Technology Finance Corp (OTF) stake by 40% in Q2 2026, buying an estimated $364K and bringing the position to 113,786 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Wealth Enhancement Advisory Services first reported a position in OTF in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold OTF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 113,786 shares of Blue Owl Technology Finance Corp worth $1.18M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 32,700 Blue Owl Technology Finance Corp shares in Q2 2026, an estimated $364K.
  • Blue Owl Technology Finance Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1958 holding.
  • Wealth Enhancement Advisory Services first reported a position in Blue Owl Technology Finance Corp in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q2 2026.

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