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 21 institutions that hold shares in the stock, with a total of 540,799 shares, which have been reported (via 13F filing form) to have a value of $22.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
159,878
shares
|
$6.67 Million
1.82% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
71,712
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
70,474
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
64,840
shares
|
$2.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,446
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
33,214
shares
|
$1.39 Million
0.35% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
20,618
shares
|
$859,976
0.0% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
19,157
shares
|
$799,038
0.62% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
19,157
shares
|
$799,038
0.62% of portfolio
|
Q2 2025
Added 45.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,885
shares
|
$412,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,984
shares
|
$291,302
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,966
shares
|
$248,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,913
shares
|
$79,791
0.0% of portfolio
|
Q2 2025
Added 523.13%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,061
shares
|
$44,254
0.02% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
653
shares
|
$27,236
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
439
shares
|
$18,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
186
shares
|
$7,758
0.0% of portfolio
|
Q2 2025
Reduced 94.04%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
89
shares
|
$3,712
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
88
shares
|
$3,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
39
shares
|
$1,626
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|