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Elevate Wealth Advisory, Inc

SEC CIK
0002011651
Latest filing
Aug 14, 2026

RQI holding history

Cohen & Steers Quality Income Realty Fund Inc in every 13F filed by Elevate Wealth Advisory, Inc, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of RQI by Elevate Wealth Advisory, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−25,000−100.0%Sold outHolders
Q1 202625,000$301.3K0.2%00.0%UnchangedHolders
Q4 202525,000$288.8K0.2%+25,000NewHolders