Wealth Enhancement Advisory Services’s TRI-Continental Corp TY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.16M	Buy	91,686 +11,004	+14%	+$387K	﹤0.01%	1370
2026 Q2	$2.86M	Sell	80,682 -1,948	-2%	-$66.8K	﹤0.01%	1350
2026 Q1	$2.64M	Sell	82,630 -44,407	-35%	-$1.45M	0.01%	1241
2025 Q4	$4.19M	Sell	127,037 -4,102	-3%	-$139K	0.01%	1107
2025 Q3	$4.47M	Buy	131,139 +4,858	+4%	+$160K	0.01%	1003
2025 Q2	$4.05M	Buy	126,281 +2,217	+2%	+$67.2K	0.01%	996
2025 Q1	$3.81M	Sell	124,064 -4,587	-4%	-$146K	0.01%	928
2024 Q4	$4.08M	Buy	128,651 +3,523	+3%	+$117K	0.01%	875
2024 Q3	$4.13M	Buy	125,128 +9,315	+8%	+$295K	0.01%	790
2024 Q2	$3.59M	Buy	115,813 +1,775	+2%	+$53.9K	0.01%	788
2024 Q1	$3.51M	Sell	114,038 -4,964	-4%	-$146K	0.01%	765
2023 Q4	$3.43M	Buy	119,002 +3,031	+3%	+$82.3K	0.01%	717
2023 Q3	$3.08M	Buy	+115,971	New	+$3.19M	0.01%	706

Other funds holding TY

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 17.93% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Altus Wealth Group Colorado Springs, Colorado $266M AUM 17.94% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Whitener Capital Management Rocky Mount, North Carolina $501M AUM 25.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its TRI-Continental Corp (TY) stake by 14% in Q3 2026, buying an estimated $387K and bringing the position to 91,686 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Wealth Enhancement Advisory Services first reported a position in TY in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.47M in Q3 2025. 43 funds tracked by Wall St. Rank hold TY as of Q3 2026.

Wealth Enhancement Advisory Services held 91,686 shares of TRI-Continental Corp worth $3.16M as of Q3 2026.
Wealth Enhancement Advisory Services bought 11,004 TRI-Continental Corp shares in Q3 2026, an estimated $387K.
TRI-Continental Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1370 holding.
Wealth Enhancement Advisory Services first reported a position in TRI-Continental Corp in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's TRI-Continental Corp position peaked at $4.47M in Q3 2025.
43 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q3 2026.

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