WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in AGNC — AGNC Investment Corp.
CIK 1632972
PLYMOUTH, MN
Position in AGNC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,813,123
+$12,404,841 QoQ
Shares Held
1,267,259
+802.6% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#47
of 703 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $37,620,152 across 22 REIT - Mortgage names. AGNC ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
670,590 | $14,994,392 | |
| 2 | AGNC |
AGNC Investment Corp.
This page
|
1,267,259 | $13,813,123 | |
| 3 | RITM |
Rithm Capital Corp.
|
200,176 | $1,879,652 | |
| 4 | STWD |
Starwood Property Trust, Inc.
|
108,870 | $1,783,290 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
132,917 | $1,419,553 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
34,209 | $596,947 | |
| 7 | MFA |
Mfa Financial, Inc.
|
46,188 | $447,561 | |
| 8 | BXMT |
Blackstone Mortgage Trust, Inc.
|
25,638 | $434,564 |
All Filings in AGNC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,813,123 | 1,267,259 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,408,282 | 140,407 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,976,424 | 184,368 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,474,941 | 150,658 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,622,990 | 176,604 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,128,169 | 117,763 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,014,140 | 110,113 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $586,429 | 56,064 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $531,511 | 55,714 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $517,720 | 52,295 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $366,864 | 37,397 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $371,086 | 39,310 | Shares | Sole | 2023-11-13 | |
| 2022-06-30 | $3,025,320 | 273,290 | Shares | Sole | 2022-07-18 | |
| 2021-09-30 | $2,963,703 | 187,933 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||