Janney Montgomery Scott
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Janney Montgomery Scott’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

Janney Montgomery Scott’s Portfolio QTPI Stock Details QTPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$314K Buy
+12,685
New +$322K ﹤0.01% 2716

Other funds holding QTPI

SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
Red Cedar Investment Management
Red Cedar Investment Management Grand Rapids, Michigan $1.04B AUM 20.48% 1-Year Est. Return
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return
West Michigan Advisors
West Michigan Advisors Holland, Michigan $532M AUM 33.02% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Abound Wealth Management
Abound Wealth Management Franklin, Tennessee $537M AUM 14.21% 1-Year Est. Return

Janney Montgomery Scott's QTPI Position: Q3 2026 in Review

Janney Montgomery Scott opened a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) in Q3 2026: 12,685 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #2716 among its holdings.

10 funds tracked by Wall St. Rank hold QTPI as of Q3 2026.

  • Janney Montgomery Scott held 12,685 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $314K as of Q3 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF was a new Janney Montgomery Scott position in Q3 2026.
  • North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2716 holding.
  • 10 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.