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QPX Institutional Ownership

AdvisorShares Q Dynamic Growth ETF
1W: -0.2% 1M: +1.4% 3M: +0.3% YTD: +9.5% 1Y: +13.2% 3Y: +79.2% 5Y: +67.2%
$48.84
+0.32 (+0.65%)
 
Weekly Expected Move ±1.9%
$47 $48 $49 $50 $51
ETF AMEX · AUM $28.8M

Institutional Ownership — QPX

16
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
1
New Positions
5
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Encompass More Asset Management 236,003 $12M +11,526 +5.1% 10Q SEC ↗
2 Professional Financial Advisors, LLC 65,220 $3M +475 +0.7% 15Q SEC ↗
3 Cambridge Investment Research Advisors 54,234 $3M -232 -0.4% 13Q SEC ↗
4 Cetera Investment Advisers 35,893 $2M -3,437 -8.7% 21Q SEC ↗
5 Rothschild Wealth LLC 30,639 $1M — +0.0% 10Q SEC ↗
6 OSAIC HOLDINGS, INC. 17,038 $832K -33,936 -66.6% 22Q SEC ↗
7 Legacy Wealth Managment, LLC/ID 12,857 $628K -4,423 -25.6% 8Q SEC ↗
8 ENVESTNET ASSET MANAGEMENT INC 10,891 $532K +70 +0.6% 21Q SEC ↗
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,266 $257K -21,041 -80.0% 5Q SEC ↗
10 HRT FINANCIAL LP NEW 4,986 $243K — +0.0% 1Q SEC ↗
11 CWM, LLC 1,242 $61K — +0.0% 3Q SEC ↗
12 AMERIFLEX GROUP, INC. 1,061 $52K — +0.0% 7Q SEC ↗
13 UBS Group AG 806 $39K +308 +61.8% 7Q SEC ↗
14 Aptus Capital Advisors, LLC 439 $21K — +0.0% 5Q SEC ↗
15 Sunbelt Securities, Inc. 379 $19K -18 -4.5% 13Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 227 $11K -3 -1.3% 4Q SEC ↗
17 AE Wealth Management LLC 221 $11K +31 +16.3% 7Q SEC ↗
18 Foundations Investment Advisors, LLC 0 $0K -17,480 -100.0% 3Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
HRT FINANCIAL LP 4,986 $243K
Sold Out (1)
HolderPrev SharesPrev Value
Foundations Investment Advisors, LL 17,480 $854K
Biggest Increases (5)
HolderAddedChange %Total Shares
Encompass More Asset Management +11,526 +5.1% 236,003
Professional Financial Advisors, LL +475 +0.7% 65,220
UBS Group AG +308 +61.8% 806
ENVESTNET ASSET MANAGEMENT INC +70 +0.6% 10,891
AE Wealth Management LLC +31 +16.3% 221
Biggest Decreases (7)
HolderReducedChange %Total Shares
OSAIC HOLDINGS, INC. -33,936 -66.6% 17,038
SUSQUEHANNA INTERNATIONAL GROUP, LL -21,041 -80.0% 5,266
Legacy Wealth Managment, LLC/ID -4,423 -25.6% 12,857
Cetera Investment Advisers -3,437 -8.7% 35,893
Cambridge Investment Research Advis -232 -0.4% 54,234
Sunbelt Securities, Inc. -18 -4.5% 379
NORTHWESTERN MUTUAL WEALTH MANAGEME -3 -1.3% 227

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms