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WealthPlan Investment Management’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

WealthPlan Investment Management’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
2023
Q3 		– Sell
-101
Closed -$2.88K – 298
2023
Q2 		$2.88K Hold
101
– – ﹤0.01% 312
2023
Q1 		$2.54K Buy
+101
New +$2.35K ﹤0.01% 386
2022
Q1 		$9.89M Buy
+405,109
New +$11.1M 0.69% 54

Other funds holding QPX

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

WealthPlan Investment Management's QPX Position: Q3 2023 in Review

WealthPlan Investment Management sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q3 2023, closing a stake of 101 shares — an estimated $2.88K sold.

WealthPlan Investment Management first reported a position in QPX in Q1 2022 and held it in 3 quarters. The position peaked at $9.89M in Q1 2022. 8 funds tracked by Wall St. Rank hold QPX as of Q3 2023.

  • WealthPlan Investment Management reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 101 AdvisorShares Q Dynamic Growth ETF shares in Q3 2023, an estimated $2.88K.
  • WealthPlan Investment Management first reported a position in AdvisorShares Q Dynamic Growth ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's AdvisorShares Q Dynamic Growth ETF position peaked at $9.89M in Q1 2022.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.