Legacy Wealth Management (Idaho)’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Legacy Wealth Management (Idaho)’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
2026 Q1	$732K	Sell	17,280 -1,056	-6%	-$47.2K	0.36%	64
2025 Q4	$816K	Buy	18,336 +2,180	+13%	+$95.6K	0.39%	55
2025 Q3	$694K	Sell	16,156 -3,001	-16%	-$121K	0.31%	58
2025 Q2	$742K	Buy	19,157 +6,022	+46%	+$215K	0.39%	41
2025 Q1	$451K	Sell	13,135 -7,087	-35%	-$254K	0.32%	45
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

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

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

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

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QPX Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its AdvisorShares Q Dynamic Growth ETF (QPX) stake by 5.8% in Q1 2026, selling an estimated $47.2K and leaving 17,280 shares worth $732K. The position accounts for 0.36% of the portfolio, ranked #64.

Legacy Wealth Management (Idaho) first reported a position in QPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2024. 17 funds tracked by Wall St. Rank hold QPX as of Q1 2026.

Legacy Wealth Management (Idaho) held 17,280 shares of AdvisorShares Q Dynamic Growth ETF worth $732K as of Q1 2026.
Legacy Wealth Management (Idaho) sold 1,056 AdvisorShares Q Dynamic Growth ETF shares in Q1 2026, an estimated $47.2K.
AdvisorShares Q Dynamic Growth ETF made up 0.36% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #64 holding.
Legacy Wealth Management (Idaho) first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s AdvisorShares Q Dynamic Growth ETF position peaked at $1.19M in Q3 2024.
17 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.