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Pegasystems shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 191k 55.05
2025-06-30 $3.2M 60k 54.03
2025-03-31 $1.2M 17k 69.52
2024-12-31 $1.0M 11k 93.20

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Pegasystems

Vanguard Group
BlackRock
Massachusetts Financial Services
AQR Capital Management
Bares Capital Management
State Street Corporation
Invesco
Capital Research Global Investors
Dimensional Fund Advisors
North Peak Capital Management
Jacobs Levy Equity Management
Mirae Asset Global Etfs Holdings
Wellington Management Company
Thrivent Financial for Lutherans
Geode Capital Management

View all funds holding Pegasystems