Wealth Enhancement Advisory Services
RQI icon

Wealth Enhancement Advisory Services’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
114,503
+46,866
+69% +$608K ﹤0.01% 1840
2026
Q1 		$834K Sell
67,637
-47,400
-41% -$589K ﹤0.01% 1930
2025
Q4 		$1.35M Sell
115,037
-4,130
-3% -$49.1K ﹤0.01% 1765
2025
Q3 		$1.48M Buy
119,167
+8,207
+7% +$102K ﹤0.01% 1626
2025
Q2 		$1.39M Sell
110,960
-3,060
-3% -$37.2K ﹤0.01% 1550
2025
Q1 		$1.43M Buy
114,020
+8,656
+8% +$110K ﹤0.01% 1414
2024
Q4 		$1.29M Buy
105,364
+36,640
+53% +$488K ﹤0.01% 1412
2024
Q3 		$974K Buy
68,724
+4,325
+7% +$56K ﹤0.01% 1413
2024
Q2 		$752K Sell
64,399
-11,924
-16% -$135K ﹤0.01% 1404
2024
Q1 		$922K Sell
76,323
-4,042
-5% -$48K ﹤0.01% 1274
2023
Q4 		$984K Sell
80,365
-16,015
-17% -$170K ﹤0.01% 1184
2023
Q3 		$975K Buy
+96,380
New +$1.1M ﹤0.01% 1108

Other funds holding RQI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return