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

Cetera 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
2024
Q1 		$4.51M Sell
137,606
-390
-0.3% -$12.3K 0.04% 499
2023
Q4 		$4.22M Sell
137,996
-5,171
-4% -$148K 0.06% 318
2023
Q3 		$3.92M Sell
143,167
-8,134
-5% -$232K 0.06% 304
2023
Q2 		$4.32M Sell
151,301
-11,605
-7% -$303K 0.07% 269
2023
Q1 		$4.1M Sell
162,906
-33,955
-17% -$790K 0.07% 281
2022
Q4 		$4.16M Sell
196,861
-50,113
-20% -$1.09M 0.08% 272
2022
Q3 		$5.11M Sell
246,974
-79,302
-24% -$1.86M 0.14% 169
2022
Q2 		$7.16M Buy
326,276
+25,077
+8% +$605K 0.16% 133
2022
Q1 		$8.38M Buy
301,199
+49,760
+20% +$1.36M 0.17% 125
2021
Q4 		$7.69M Buy
251,439
+16,563
+7% +$494K 0.16% 135
2021
Q3 		$6.57M Buy
234,876
+120,906
+106% +$3.49M 0.13% 167
2021
Q2 		$3.21M Buy
113,970
+45,926
+67% +$1.23M 0.08% 265
2021
Q1 		$1.74M Buy
68,044
+55,489
+442% +$1.43M 0.05% 354
2020
Q4 		$314K Buy
+12,555
New +$314K 0.01% 811

Other funds holding QPX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Cetera Advisors's QPX Position: Q1 2024 in Review

Cetera Advisors reduced its AdvisorShares Q Dynamic Growth ETF (QPX) stake by 0.28% in Q1 2024, selling an estimated $12.3K and leaving 137,606 shares worth $4.51M. The position accounts for 0.04% of the portfolio, ranked #499.

Cetera Advisors first reported a position in QPX in Q4 2020 and has held it in 14 quarters since. The position peaked at $8.38M in Q1 2022. 11 funds tracked by Wall St. Rank hold QPX as of Q1 2024.

  • Cetera Advisors held 137,606 shares of AdvisorShares Q Dynamic Growth ETF worth $4.51M as of Q1 2024.
  • Cetera Advisors sold 390 AdvisorShares Q Dynamic Growth ETF shares in Q1 2024, an estimated $12.3K.
  • AdvisorShares Q Dynamic Growth ETF made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #499 holding.
  • Cetera Advisors first reported a position in AdvisorShares Q Dynamic Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • Cetera Advisors's AdvisorShares Q Dynamic Growth ETF position peaked at $8.38M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.