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Legacy Investment Solutions’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$742K Buy
+19,157
New +$684K 0.39% 41
2024
Q4 		$739K Sell
20,222
-12,546
-38% -$452K 0.47% 38
2024
Q3 		$1.19M Buy
+32,768
New +$1.11M 0.69% 25

Other funds holding QPX

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Investment Solutions's QPX Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in AdvisorShares Q Dynamic Growth ETF (QPX) in Q2 2025: 19,157 shares worth $742K. The stake represents 0.39% of the portfolio and ranks #41 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in QPX as recently as Q4 2024.

Legacy Investment Solutions first reported a position in QPX in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.19M in Q3 2024. 18 funds tracked by Wall St. Rank hold QPX as of Q2 2025.

  • Legacy Investment Solutions held 19,157 shares of AdvisorShares Q Dynamic Growth ETF worth $742K as of Q2 2025.
  • AdvisorShares Q Dynamic Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • AdvisorShares Q Dynamic Growth ETF made up 0.39% of Legacy Investment Solutions's portfolio in Q2 2025, its #41 holding.
  • Legacy Investment Solutions first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's AdvisorShares Q Dynamic Growth ETF position peaked at $1.19M in Q3 2024.
  • 18 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.