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 $18.9 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
|
$5.99 Million
1.69% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
77,645
shares
|
$2.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
65,108
shares
|
$2.36 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,039
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
54,382
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
32,946
shares
|
$1.2 Million
0.34% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,724
shares
|
$752,073
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
20,222
shares
|
$733,856
0.52% of portfolio
|
Q4 2024
Reduced 38.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
13,135
shares
|
$476,669
0.37% of portfolio
|
Q1 2025
Reduced 35.05%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$253,449
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,119
shares
|
$113,188
0.0% of portfolio
|
Q1 2025
Reduced 75.08%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,234
shares
|
$44,781
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
653
shares
|
$23,697
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
307
shares
|
$11,141
0.0% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,229
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
39
shares
|
$1,415
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
|