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WealthPLAN Partners’s AdvisorShares Q Dynamic Growth ETF QPX Stock Holding History

WealthPLAN Partners’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
-332
Closed -$9.47K – 940
2023
Q2 		$9.47K Hold
332
– – ﹤0.01% 801
2023
Q1 		$8.36K Buy
+332
New +$7.73K ﹤0.01% 907
2022
Q1 		$9.89M Sell
405,109
-294,992
-42% -$8.08M 0.69% 54
2021
Q4 		$19.6M Buy
700,101
+56,464
+9% +$1.69M 1.29% 13
2021
Q3 		$19.6M Buy
+643,637
New +$18.6M 1.3% 15

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 $44.6B AUM 28.94% 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 Partners's QPX Position: Q3 2023 in Review

WealthPLAN Partners sold out of AdvisorShares Q Dynamic Growth ETF (QPX) in Q3 2023, closing a stake of 332 shares — an estimated $9.47K sold.

WealthPLAN Partners first reported a position in QPX in Q3 2021 and held it in 5 quarters. The position peaked at $19.6M in Q4 2021. 8 funds tracked by Wall St. Rank hold QPX as of Q3 2023.

  • WealthPLAN Partners reported no remaining AdvisorShares Q Dynamic Growth ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 332 AdvisorShares Q Dynamic Growth ETF shares in Q3 2023, an estimated $9.47K.
  • WealthPLAN Partners first reported a position in AdvisorShares Q Dynamic Growth ETF in Q3 2021 and held it in 5 quarters.
  • WealthPLAN Partners's AdvisorShares Q Dynamic Growth ETF position peaked at $19.6M in Q4 2021.
  • 8 funds tracked by Wall St. Rank held AdvisorShares Q Dynamic Growth ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.