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Sargent Bickham Lagudis’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$1.88K Hold
89
– – ﹤0.01% 927
2022
Q3 		$2K Buy
+89
New +$2.08K ﹤0.01% 899

Other funds holding QPX

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sargent Bickham Lagudis's QPX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its AdvisorShares Q Dynamic Growth ETF (QPX) position steady in Q4 2022 at 89 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Sargent Bickham Lagudis first reported a position in QPX in Q3 2022 and has held it in 2 quarters since. The position peaked at $2K in Q3 2022. 14 funds tracked by Wall St. Rank hold QPX as of Q4 2022.

  • Sargent Bickham Lagudis held 89 shares of AdvisorShares Q Dynamic Growth ETF worth $1.88K as of Q4 2022.
  • Sargent Bickham Lagudis left its AdvisorShares Q Dynamic Growth ETF share count unchanged in Q4 2022.
  • AdvisorShares Q Dynamic Growth ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #927 holding.
  • Sargent Bickham Lagudis first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's AdvisorShares Q Dynamic Growth ETF position peaked at $2K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.