Wealth Enhancement Advisory Services
QLYS icon

Wealth Enhancement Advisory Services’s Qualys QLYS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$726K Buy
8,215
+4,296
+110% +$476K ﹤0.01% 2034
2025
Q4 		$510K Buy
3,919
+142
+4% +$19.5K ﹤0.01% 2466
2025
Q3 		$482K Buy
3,777
+276
+8% +$37.4K ﹤0.01% 2392
2025
Q2 		$525K Sell
3,501
-615
-15% -$81.4K ﹤0.01% 2189
2025
Q1 		$518K Buy
4,116
+1,006
+32% +$136K ﹤0.01% 2045
2024
Q4 		$436K Buy
3,110
+746
+32% +$104K ﹤0.01% 2093
2024
Q3 		$304K Buy
2,364
+537
+29% +$70.9K ﹤0.01% 2169
2024
Q2 		$261K Buy
+1,827
New +$278K ﹤0.01% 2078
2024
Q1 		– Sell
-2,812
Closed -$552K – 2558
2023
Q4 		$552K Buy
2,812
+472
+20% +$82.6K ﹤0.01% 1443
2023
Q3 		$357K Buy
+2,340
New +$337K ﹤0.01% 1630

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VCM
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State Street
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Geode Capital Management
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AQR Capital Management
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return