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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

WCM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its TRI-Continental Corp (TY) stake by 2.4% in Q2 2026, selling an estimated $66.8K and leaving 80,682 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Wealth Enhancement Advisory Services first reported a position in TY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.47M in Q3 2025. 17 funds tracked by Wall St. Rank hold TY as of Q2 2026.

Wealth Enhancement Advisory Services held 80,682 shares of TRI-Continental Corp worth $2.86M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,948 TRI-Continental Corp shares in Q2 2026, an estimated $66.8K.
TRI-Continental Corp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1350 holding.
Wealth Enhancement Advisory Services first reported a position in TRI-Continental Corp in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's TRI-Continental Corp position peaked at $4.47M in Q3 2025.
17 funds tracked by Wall St. Rank held TRI-Continental Corp as of Q2 2026.

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