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 520,733 shares, which have been reported (via 13F filing form) to have a value of $19.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
165,107
shares
|
$6.08 Million
1.69% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
77,645
shares
|
$2.86 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65,108
shares
|
$2.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,039
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,382
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
32,946
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,724
shares
|
$763,472
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20,222
shares
|
$744,978
0.52% of portfolio
|
Q4 2024
Reduced 38.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
13,135
shares
|
$483,893
0.37% of portfolio
|
Q1 2025
Reduced 35.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$257,290
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,119
shares
|
$114,903
0.0% of portfolio
|
Q1 2025
Reduced 75.08%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,234
shares
|
$45,460
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
653
shares
|
$24,056
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
307
shares
|
$11,309
0.0% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,278
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
39
shares
|
$1,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|