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Accurate Wealth Management’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Accurate Wealth Management’s Portfolio QPX Stock Details QPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,150
Closed -$46.5K – 1134
2022
Q4 		$46.5K Buy
+2,150
New +$46.6K 0.02% 475

Other funds holding QPX

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accurate Wealth Management's QPX Position: Q1 2023 in Review

Accurate Wealth Management sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q1 2023, closing a stake of 2,150 shares — an estimated $46.5K sold.

Accurate Wealth Management first reported a position in QPX in Q4 2022 and held it in 1 quarter. The position peaked at $46.5K in Q4 2022. 15 funds tracked by Wall St. Rank hold QPX as of Q1 2023.

  • Accurate Wealth Management reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,150 AdvisorShares Q Dynamic Growth ETF shares in Q1 2023, an estimated $46.5K.
  • Accurate Wealth Management first reported a position in AdvisorShares Q Dynamic Growth ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's AdvisorShares Q Dynamic Growth ETF position peaked at $46.5K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.