Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Marqeta MQ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,342
Closed -$164K – 4196
2026
Q1 		$164K Buy
+10,342
New +$174K ﹤0.01% 3203

Other funds holding MQ

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AA
Ahara Advisors Jersey City, New Jersey $148M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Marqeta (MQ) in Q2 2026, closing a stake of 10,342 shares — an estimated $164K sold.

Wealth Enhancement Advisory Services first reported a position in MQ in Q1 2026 and held it in 1 quarter. The position peaked at $164K in Q1 2026. 25 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining Marqeta position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,342 Marqeta shares in Q2 2026, an estimated $164K.
  • Wealth Enhancement Advisory Services first reported a position in Marqeta in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Marqeta position peaked at $164K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

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