Geneos Wealth Management’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Geneos Wealth Management’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
2022 Q4	–	Sell	-1,240	Closed	-$25K	–	2078
2022 Q3	$25K	Sell	1,240 -9,561	-89%	-$224K	﹤0.01%	1255
2022 Q2	$238K	Buy	10,801 +400	+4%	+$9.66K	0.01%	687
2022 Q1	$289K	Buy	10,401 +150	+1%	+$4.11K	0.01%	681
2021 Q4	$313K	Hold	10,251	–	–	0.01%	723
2021 Q3	$290K	Buy	10,251 +1,000	+11%	+$28.8K	0.01%	729
2021 Q2	$262K	Buy	9,251 +2,000	+28%	+$53.6K	0.01%	737
2021 Q1	$194K	Buy	7,251 +640	+10%	+$16.5K	0.01%	974
2020 Q4	$168K	Buy	+6,611	New	+$165K	0.01%	904

Other funds holding QPX

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneos Wealth Management's QPX Position: Q4 2022 in Review

Geneos Wealth Management sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q4 2022, closing a stake of 1,240 shares — an estimated $25K sold.

Geneos Wealth Management first reported a position in QPX in Q4 2020 and held it in 8 quarters. The position peaked at $313K in Q4 2021. 14 funds tracked by Wall St. Rank hold QPX as of Q4 2022.

Geneos Wealth Management reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q4 2022 after selling out during the quarter.
Geneos Wealth Management sold 1,240 AdvisorShares Q Dynamic Growth ETF shares in Q4 2022, an estimated $25K.
Geneos Wealth Management first reported a position in AdvisorShares Q Dynamic Growth ETF in Q4 2020 and held it in 8 quarters.
Geneos Wealth Management's AdvisorShares Q Dynamic Growth ETF position peaked at $313K in Q4 2021.
14 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q4 2022.

Based on Geneos Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.