PFGIA
QTPI

Patriot Financial Group Insurance Agency’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-11,220
Closed -$284K – 717
2026
Q1 		$284K Buy
+11,220
New +$289K 0.02% 573

Other funds holding QTPI

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QTPI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) in Q2 2026, closing a stake of 11,220 shares — an estimated $284K sold.

Patriot Financial Group Insurance Agency first reported a position in QTPI in Q1 2026 and held it in 1 quarter. The position peaked at $284K in Q1 2026. 4 funds tracked by Wall St. Rank hold QTPI as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining North Square RCIM Tax-Advantaged Preferred and Income Securities ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,220 North Square RCIM Tax-Advantaged Preferred and Income Securities ETF shares in Q2 2026, an estimated $284K.
  • Patriot Financial Group Insurance Agency first reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's North Square RCIM Tax-Advantaged Preferred and Income Securities ETF position peaked at $284K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.