Institutional Ownership Advisorshares Tr Q Dynamic Gro (QPX)
This table provides information about the institutional ownership of Advisorshares Tr Q Dynamic Gro (QPX). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 613,536 shares, which have been reported (via 13F filing form) to have a value of $22.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
151,952
shares
|
$5.62 Million
2.05% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
99,171
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.27%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
82,696
shares
|
$3.06 Million
0.73% of portfolio
|
Q3 2024
Added 150.91%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
65,490
shares
|
$2.42 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
64,646
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
56,733
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
32,768
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
32,768
shares
|
$1.21 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
19,567
shares
|
$723,196
0.0% of portfolio
|
Q3 2024
Reduced 38.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$258,128
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
672
shares
|
$24,837
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,289
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|