¡Ya estamos en ! Descubre más
icono de QTPI

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
SMI Advisory Services
1
SMI Advisory Services
Indiana
USD 22.6 M +USD 670 k +26,239 +3%
Red Cedar Investment Management
2
Red Cedar Investment Management
Michigan
USD 11.9 M – – –
CSM Advisors
3
CSM Advisors
Pennsylvania
USD 4.31 M -USD 179 k -7,000 -4%
Integrated Wealth Concepts
4
Integrated Wealth Concepts
Massachusetts
USD 2.38 M +USD 2.39 M +93,490 Nuevas
WMA
5
West Michigan Advisors
Michigan
USD 1.34 M +USD 324 k +12,681 +32%
EverSource Wealth Advisors
6
EverSource Wealth Advisors
Alabama
USD 1.27 M +USD 1.3 k +51 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 572 k +USD 97.9 k +3,832 +21%
Advisornet Financial
8
Advisornet Financial
Minnesota
USD 414 k +USD 4.62 k +181 +1%
GTS Securities
9
GTS Securities
Florida
USD 300 k +USD 300 k +11,749 Nuevas
Allworth Financial
10
Allworth Financial
California
USD 5.1 k – – –
Merit Financial Group
11
Merit Financial Group
Georgia
– -USD 1.05 M -41,304 Cerradas
Jane Street
12
Jane Street
New York
– -USD 449 k -17,692 Cerradas
Patriot Financial Group Insurance Agency
13
Patriot Financial Group Insurance Agency
Massachusetts
– -USD 284 k -11,220 Cerradas