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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

RQI holding history

Cohen & Steers Quality Income Realty Fund Inc in every 13F filed by Wealth Effects LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RQI overviewAll 13F holders of RQIFull Q2 2026 holdings

Shares (Q2 2026)
21,335
Value
$262.6K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of RQI by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,335$262.6K0.1%+400+1.9%AddedHolders
Q1 202620,935$252.3K0.1%+20,935NewHolders