Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Quantum-Si Incorporated QSI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio QSI Stock Details QSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.2K Sell
63,435
-26,101
-29% -$24.9K ﹤0.01% 3936
2026
Q1 		$57.9K Buy
+89,536
New +$92.8K ﹤0.01% 3409
2025
Q1 		– Sell
-13,384
Closed -$36.1K – 3124
2024
Q4 		$36.1K Buy
+13,384
New +$15.7K ﹤0.01% 2885

Other funds holding QSI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WMA
Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its Quantum-Si Incorporated (QSI) stake by 29% in Q2 2026, selling an estimated $24.9K and leaving 63,435 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

Wealth Enhancement Advisory Services first reported a position in QSI in Q4 2024 and has held it in 3 quarters since. The position peaked at $57.9K in Q1 2026. 15 funds tracked by Wall St. Rank hold QSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 63,435 shares of Quantum-Si Incorporated worth $45.2K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 26,101 Quantum-Si Incorporated shares in Q2 2026, an estimated $24.9K.
  • Quantum-Si Incorporated made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3936 holding.
  • Wealth Enhancement Advisory Services first reported a position in Quantum-Si Incorporated in Q4 2024 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Quantum-Si Incorporated position peaked at $57.9K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Quantum-Si Incorporated as of Q2 2026.

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