SS
QPT

Sunbelt Securities’s AdvisorShares Q Portfolio Blended Allocation ETF QPT Stock Holding History

Sunbelt Securities’s Portfolio QPT Stock Details QPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20,011
Closed -$412K – 459
2022
Q2 		$412K Hold
20,011
– – 0.09% 278
2022
Q1 		$499K Hold
20,011
– – 0.09% 252
2021
Q4 		$500K Buy
20,011
+11
+0.1% +$294 0.08% 270
2021
Q3 		$522K Hold
20,000
– – 0.09% 246
2021
Q2 		$522K Hold
20,000
– – 0.09% 246
2021
Q1 		$476K Hold
20,000
– – 0.09% 243
2020
Q4 		$502K Buy
+20,000
New +$501K 0.1% 228

Other funds holding QPT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities's QPT Position: Q3 2022 in Review

Sunbelt Securities sold out of AdvisorShares Q Portfolio Blended Allocation ETF (QPT) in Q3 2022, closing a stake of 20,011 shares — an estimated $412K sold.

Sunbelt Securities first reported a position in QPT in Q4 2020 and held it in 7 quarters. The position peaked at $522K in Q3 2021. 4 funds tracked by Wall St. Rank hold QPT as of Q3 2022.

  • Sunbelt Securities reported no remaining AdvisorShares Q Portfolio Blended Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Sunbelt Securities sold 20,011 AdvisorShares Q Portfolio Blended Allocation ETF shares in Q3 2022, an estimated $412K.
  • Sunbelt Securities first reported a position in AdvisorShares Q Portfolio Blended Allocation ETF in Q4 2020 and held it in 7 quarters.
  • Sunbelt Securities's AdvisorShares Q Portfolio Blended Allocation ETF position peaked at $522K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held AdvisorShares Q Portfolio Blended Allocation ETF as of Q3 2022.

Based on Sunbelt Securities's 13F filing for Q3 2022, filed 21 Nov 2022.