Sigma Planning Corp’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-9,850	Closed	-$216K	–	1328
2022 Q2	$216K	Sell	9,850 -1,500	-13%	-$36.2K	0.01%	1134
2022 Q1	$316K	Sell	11,350 -650	-5%	-$17.8K	0.01%	1035
2021 Q4	$367K	Sell	12,000 -2,550	-18%	-$76.1K	0.01%	981
2021 Q3	$407K	Buy	14,550 +100	+0.7%	+$2.88K	0.01%	907
2021 Q2	$407K	Buy	14,450 +1,950	+16%	+$52.2K	0.01%	920
2021 Q1	$320K	Buy	+12,500	New	+$322K	0.01%	953

Other funds holding QPX

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's QPX Position: Q3 2022 in Review

Sigma Planning Corp sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q3 2022, closing a stake of 9,850 shares — an estimated $216K sold.

Sigma Planning Corp first reported a position in QPX in Q1 2021 and held it in 6 quarters. The position peaked at $407K in Q3 2021. 13 funds tracked by Wall St. Rank hold QPX as of Q3 2022.

Sigma Planning Corp reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q3 2022 after selling out during the quarter.
Sigma Planning Corp sold 9,850 AdvisorShares Q Dynamic Growth ETF shares in Q3 2022, an estimated $216K.
Sigma Planning Corp first reported a position in AdvisorShares Q Dynamic Growth ETF in Q1 2021 and held it in 6 quarters.
Sigma Planning Corp's AdvisorShares Q Dynamic Growth ETF position peaked at $407K in Q3 2021.
13 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.