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

Foundations Investment 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
2026
Q1 		$740K Sell
17,480
-10,683
-38% -$478K 0.01% 603
2025
Q4 		$1.25M Buy
28,163
+9,901
+54% +$434K 0.02% 445
2025
Q3 		$785K Buy
+18,262
New +$737K 0.01% 528

Other funds holding QPX

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
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
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
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Foundations Investment Advisors's QPX Position: Q1 2026 in Review

Foundations Investment Advisors reduced its AdvisorShares Q Dynamic Growth ETF (QPX) stake by 38% in Q1 2026, selling an estimated $478K and leaving 17,480 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #603.

Foundations Investment Advisors first reported a position in QPX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 17 funds tracked by Wall St. Rank hold QPX as of Q1 2026.

  • Foundations Investment Advisors held 17,480 shares of AdvisorShares Q Dynamic Growth ETF worth $740K as of Q1 2026.
  • Foundations Investment Advisors sold 10,683 AdvisorShares Q Dynamic Growth ETF shares in Q1 2026, an estimated $478K.
  • AdvisorShares Q Dynamic Growth ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #603 holding.
  • Foundations Investment Advisors first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's AdvisorShares Q Dynamic Growth ETF position peaked at $1.25M in Q4 2025.
  • 17 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.