IF
QPT

Ironwood Financial’s AdvisorShares Q Portfolio Blended Allocation ETF QPT Stock Holding History

Ironwood Financial’s Portfolio QPT Stock Details QPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,495
Closed -$38K – 593
2021
Q3 		$38K Buy
+1,495
New +$39.5K 0.01% 217

Other funds holding QPT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ironwood Financial's QPT Position: Q4 2021 in Review

Ironwood Financial sold out of AdvisorShares Q Portfolio Blended Allocation ETF (QPT) in Q4 2021, closing a stake of 1,495 shares — an estimated $38K sold.

Ironwood Financial first reported a position in QPT in Q3 2021 and held it in 1 quarter. The position peaked at $38K in Q3 2021. 5 funds tracked by Wall St. Rank hold QPT as of Q4 2021.

  • Ironwood Financial reported no remaining AdvisorShares Q Portfolio Blended Allocation ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,495 AdvisorShares Q Portfolio Blended Allocation ETF shares in Q4 2021, an estimated $38K.
  • Ironwood Financial first reported a position in AdvisorShares Q Portfolio Blended Allocation ETF in Q3 2021 and held it in 1 quarter.
  • Ironwood Financial's AdvisorShares Q Portfolio Blended Allocation ETF position peaked at $38K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held AdvisorShares Q Portfolio Blended Allocation ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.