SMI Advisory Services’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

SMI Advisory Services's QTPI Position: Q3 2026 in Review

SMI Advisory Services increased its North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) stake by 3.2% in Q3 2026, buying an estimated $708K and bringing the position to 912,485 shares worth $22.5M. The position accounts for 3.6% of the portfolio, ranked #6.

SMI Advisory Services first reported a position in QTPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.6M in Q2 2026. 2 funds tracked by Wall St. Rank hold QTPI as of Q3 2026.

• SMI Advisory Services held 912,485 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $22.5M as of Q3 2026.
• SMI Advisory Services bought 27,908 North Square RCIM Tax-Advantaged Preferred and Income Securities ETF shares in Q3 2026, an estimated $708K.
• North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 3.6% of SMI Advisory Services's portfolio in Q3 2026, its #6 holding.
• SMI Advisory Services first reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in Q4 2025 and has held it in 4 quarters since.
• SMI Advisory Services's North Square RCIM Tax-Advantaged Preferred and Income Securities ETF position peaked at $22.6M in Q2 2026.
• 2 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.