Independent Financial Group’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Independent Financial Group’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
2023 Q3	–	Sell	-32,595	Closed	-$930K	–	943
2023 Q2	$930K	Sell	32,595 -193	-0.6%	-$5.05K	0.06%	324
2023 Q1	$825K	Sell	32,788 -677	-2%	-$15.8K	0.07%	327
2022 Q4	$708K	Hold	33,465	–	–	0.06%	335
2022 Q3	$692K	Sell	33,465 -9,163	-21%	-$215K	0.06%	314
2022 Q2	$936K	Sell	42,628 -15,500	-27%	-$374K	0.1%	239
2022 Q1	$1.62M	Buy	58,128 +1,152	+2%	+$31.5K	0.13%	160
2021 Q4	$1.74M	Buy	56,976 +3,950	+7%	+$118K	0.14%	145
2021 Q3	$1.48M	Buy	53,026 +4,629	+10%	+$133K	0.15%	135
2021 Q2	$1.36M	Buy	48,397 +1,000	+2%	+$26.8K	0.14%	162
2021 Q1	$1.21M	Buy	+47,397	New	+$1.22M	0.16%	160

Other funds holding QPX

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

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

PFA

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

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

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

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

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Independent Financial Group's QPX Position: Q3 2023 in Review

Independent Financial Group sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q3 2023, closing a stake of 32,595 shares — an estimated $930K sold.

Independent Financial Group first reported a position in QPX in Q1 2021 and held it in 10 quarters. The position peaked at $1.74M in Q4 2021. 8 funds tracked by Wall St. Rank hold QPX as of Q3 2023.

Independent Financial Group reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q3 2023 after selling out during the quarter.
Independent Financial Group sold 32,595 AdvisorShares Q Dynamic Growth ETF shares in Q3 2023, an estimated $930K.
Independent Financial Group first reported a position in AdvisorShares Q Dynamic Growth ETF in Q1 2021 and held it in 10 quarters.
Independent Financial Group's AdvisorShares Q Dynamic Growth ETF position peaked at $1.74M in Q4 2021.
8 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q3 2023.

Based on Independent Financial Group's 13F filing for Q3 2023, filed 12 Jun 2026.