Integrated Wealth Concepts’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Integrated Wealth Concepts’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 Q2	–	Sell	-11,407	Closed	-$317K	–	1057
2022 Q1	$317K	Sell	11,407 -12,099	-51%	-$331K	0.01%	720
2021 Q4	$719K	Buy	23,506 +4,781	+26%	+$143K	0.02%	521
2021 Q3	$524K	Buy	18,725 +9,403	+101%	+$271K	0.02%	569
2021 Q2	$262K	Buy	9,322 +314	+3%	+$8.41K	0.01%	694
2021 Q1	$231K	Buy	+9,008	New	+$232K	0.01%	653

Other funds holding QPX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Integrated Wealth Concepts's QPX Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q2 2022, closing a stake of 11,407 shares — an estimated $317K sold.

Integrated Wealth Concepts first reported a position in QPX in Q1 2021 and held it in 5 quarters. The position peaked at $719K in Q4 2021. 12 funds tracked by Wall St. Rank hold QPX as of Q2 2022.

Integrated Wealth Concepts reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q2 2022 after selling out during the quarter.
Integrated Wealth Concepts sold 11,407 AdvisorShares Q Dynamic Growth ETF shares in Q2 2022, an estimated $317K.
Integrated Wealth Concepts first reported a position in AdvisorShares Q Dynamic Growth ETF in Q1 2021 and held it in 5 quarters.
Integrated Wealth Concepts's AdvisorShares Q Dynamic Growth ETF position peaked at $719K in Q4 2021.
12 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.