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 17 institutions that hold shares in the stock, with a total of 570,457 shares, which have been reported (via 13F filing form) to have a value of $20.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
162,685
shares
|
$5.84 Million
1.92% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
92,339
shares
|
$3.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,490
shares
|
$2.35 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
64,646
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
55,726
shares
|
$2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
32,850
shares
|
$1.18 Million
0.36% of portfolio
|
Q4 2024
Reduced 60.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
20,230
shares
|
$726,054
0.0% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
20,222
shares
|
$725,767
0.52% of portfolio
|
Q4 2024
Reduced 38.29%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20,222
shares
|
$725,767
0.52% of portfolio
|
Q4 2024
Reduced 38.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,318
shares
|
$513,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
12,516
shares
|
$449,199
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$250,655
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,234
shares
|
$44,288
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
653
shares
|
$23,436
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
253
shares
|
$9,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,194
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|