Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Pagaya Technologies PGY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PGY Stock Details PGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Buy	26,967 +9,341	+53%	+$133K	﹤0.01%	2714
2026 Q1	$207K	Sell	17,626 -30,287	-63%	-$479K	﹤0.01%	3105
2025 Q4	$1.13M	Buy	47,913 +20,642	+76%	+$526K	﹤0.01%	1874
2025 Q3	$825K	Sell	27,271 -13,817	-34%	-$446K	﹤0.01%	1989
2025 Q2	$911K	Buy	41,088 +28,727	+232%	+$409K	﹤0.01%	1812
2025 Q1	$130K	Buy	12,361 +1,094	+10%	+$12.1K	﹤0.01%	2712
2024 Q4	$105K	Buy	+11,267	New	+$119K	﹤0.01%	2804

Other funds holding PGY

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Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return