West Michigan Advisors’s North Square RCIM Tax-Advantaged Preferred and Income Securities ETF QTPI Stock Holding History

West Michigan Advisors’s Portfolio QTPI Stock Details QTPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Buy	52,428 +12,681	+32%	+$324K	0.25%	101
2026 Q1	$1.01M	Buy	39,747 +9,482	+31%	+$244K	0.22%	111
2025 Q4	$778K	Buy	30,265 +8,722	+40%	+$224K	0.18%	124
2025 Q3	$552K	Buy	+21,543	New	+$550K	0.13%	135

Other funds holding QTPI

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

West Michigan Advisors's QTPI Position: Q2 2026 in Review

West Michigan Advisors increased its North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) stake by 32% in Q2 2026, buying an estimated $324K and bringing the position to 52,428 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #101.

West Michigan Advisors first reported a position in QTPI in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold QTPI as of Q2 2026.

West Michigan Advisors held 52,428 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $1.34M as of Q2 2026.
West Michigan Advisors bought 12,681 North Square RCIM Tax-Advantaged Preferred and Income Securities ETF shares in Q2 2026, an estimated $324K.
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 0.25% of West Michigan Advisors's portfolio in Q2 2026, its #101 holding.
West Michigan Advisors first reported a position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in Q3 2025 and has held it in 4 quarters since.
10 funds tracked by Wall St. Rank held North Square RCIM Tax-Advantaged Preferred and Income Securities ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.