EWA
QTPI

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

EverSource Wealth Advisors’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
Q1 		$1.26M Buy
+49,677
New +$1.28M 0.04% 332

Other funds holding QTPI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

EverSource Wealth Advisors's QTPI Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) in Q1 2026: 49,677 shares worth $1.26M. The stake represents 0.04% of the portfolio and ranks #332 among its holdings.

11 funds tracked by Wall St. Rank hold QTPI as of Q1 2026.

  • EverSource Wealth Advisors held 49,677 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $1.26M as of Q1 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF was a new EverSource Wealth Advisors position in Q1 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q1 2026, its #332 holding.
  • 11 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.