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 18 institutions that hold shares in the stock, with a total of 522,362 shares, which have been reported (via 13F filing form) to have a value of $20.8 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
|
$6.58 Million
1.69% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
77,645
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
64,840
shares
|
$2.58 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,039
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,446
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
32,946
shares
|
$1.31 Million
0.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,618
shares
|
$821,627
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
19,157
shares
|
$763,406
0.62% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
19,157
shares
|
$763,406
0.62% of portfolio
|
Q2 2025
Added 45.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$278,312
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,061
shares
|
$42,280
0.02% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
653
shares
|
$26,022
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
307
shares
|
$12,233
0.0% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
186
shares
|
$7,412
0.0% of portfolio
|
Q2 2025
Reduced 94.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,546
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
88
shares
|
$3,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
39
shares
|
$1,554
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
|