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	$1.01M	Hold	39,747	–	–	0.22%	111
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

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

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

West Michigan Advisors held its North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) position steady in Q2 2026 at 39,747 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #111.

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

West Michigan Advisors held 39,747 shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $1.01M as of Q2 2026.
West Michigan Advisors left its North Square RCIM Tax-Advantaged Preferred and Income Securities ETF share count unchanged in Q2 2026.
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF made up 0.22% of West Michigan Advisors's portfolio in Q2 2026, its #111 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.
4 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.