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Arkadios Wealth Advisors’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-456
Closed -$12K – 1479
2021
Q3 		$12K Sell
456
-20
-4% -$577 ﹤0.01% 1396
2021
Q2 		$13K Buy
+476
New +$12.7K ﹤0.01% 1459

Other funds holding QPX

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's QPX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q4 2021, closing a stake of 456 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in QPX in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q2 2021. 19 funds tracked by Wall St. Rank hold QPX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 456 AdvisorShares Q Dynamic Growth ETF shares in Q4 2021, an estimated $12K.
  • Arkadios Wealth Advisors first reported a position in AdvisorShares Q Dynamic Growth ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's AdvisorShares Q Dynamic Growth ETF position peaked at $13K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.