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
Q2 		$1.27M Buy
49,728
+51
+0.1% +$1.3K 0.04% 305
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 $1.06B AUM 30.61% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $526M AUM 45.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

EverSource Wealth Advisors's QTPI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) stake by 0.1% in Q2 2026, buying an estimated $1.3K and bringing the position to 49,728 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #305.

EverSource Wealth Advisors first reported a position in QTPI in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold QTPI as of Q2 2026.

  • EverSource Wealth Advisors held 49,728 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $1.27M as of Q2 2026.
  • EverSource Wealth Advisors bought 51 North Square RCIM Tax-Advantaged Preferred and Income Securities ETF shares in Q2 2026, an estimated $1.3K.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • EverSource Wealth Advisors first reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.