Wealth Enhancement Advisory Services
TSI

Wealth Enhancement Advisory Services’s TCW Strategic Income Fund TSI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,088
Closed -$48.5K – 3164
2024
Q4 		$48.5K Buy
+10,088
New +$50.7K ﹤0.01% 2868
2023
Q4 		– Sell
-13,486
Closed -$61.8K – 2434
2023
Q3 		$61.8K Buy
+13,486
New +$62.8K ﹤0.01% 2144

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's TSI Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of TCW Strategic Income Fund (TSI) in Q1 2025, closing a stake of 10,088 shares — an estimated $48.5K sold.

Wealth Enhancement Advisory Services first reported a position in TSI in Q3 2023 and held it in 2 quarters. The position peaked at $61.8K in Q3 2023. 62 funds tracked by Wall St. Rank hold TSI as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining TCW Strategic Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,088 TCW Strategic Income Fund shares in Q1 2025, an estimated $48.5K.
  • Wealth Enhancement Advisory Services first reported a position in TCW Strategic Income Fund in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's TCW Strategic Income Fund position peaked at $61.8K in Q3 2023.
  • 62 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.