Abound Wealth Management
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Abound Wealth Management’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

Abound Wealth Management’s Portfolio QTPI Stock Details QTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.96K Buy
+200
New +$5.07K ﹤0.01% 702

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Abound Wealth Management's QTPI Position: Q3 2026 in Review

Abound Wealth Management opened a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) in Q3 2026: 200 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #702 among its holdings.

10 funds tracked by Wall St. Rank hold QTPI as of Q3 2026.

  • Abound Wealth Management held 200 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $4.96K as of Q3 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF was a new Abound Wealth Management position in Q3 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #702 holding.
  • 10 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.