Envestnet Asset Management
QTI

Envestnet Asset Management’s QT Imaging Holdings QTI Stock Holding History

Envestnet Asset Management’s Portfolio QTI Stock Details QTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,409
Closed -$9.47K – 4508
2024
Q4 		$9.47K Buy
19,409
+1,714
+10% +$941 ﹤0.01% 4293
2024
Q3 		$12.6K Buy
17,695
+7,681
+77% +$4.79K ﹤0.01% 4207
2024
Q2 		$7.4K Buy
+10,014
New +$8.4K ﹤0.01% 4150

Other funds holding QTI

OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Envestnet Asset Management's QTI Position: Q1 2025 in Review

Envestnet Asset Management sold out of QT Imaging Holdings (QTI) in Q1 2025, closing a stake of 19,409 shares — an estimated $9.47K sold.

Envestnet Asset Management first reported a position in QTI in Q2 2024 and held it in 3 quarters. The position peaked at $12.6K in Q3 2024. 4 funds tracked by Wall St. Rank hold QTI as of Q1 2025.

  • Envestnet Asset Management reported no remaining QT Imaging Holdings position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 19,409 QT Imaging Holdings shares in Q1 2025, an estimated $9.47K.
  • Envestnet Asset Management first reported a position in QT Imaging Holdings in Q2 2024 and held it in 3 quarters.
  • Envestnet Asset Management's QT Imaging Holdings position peaked at $12.6K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held QT Imaging Holdings as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.