We are live on
!
Find out more
QTPI
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
QTPI
QTPI
25.36
USD
0.00
0%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0%
5 days
-0.2%
1 month
-0.43%
3 months
-0.55%
6 months
-1.86%
Year to date
-1.48%
1 year
-0.82%
5 years
1.44%
10 years
1.44%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SAS
1
SMI Advisory Services
Columbus,
Indiana
| $21.8M | +$1.29M | +50,125 | +6% |
|
| 2 |
RCIM
2
Red Cedar Investment Management
Grand Rapids,
Michigan
| $11.8M | – | – | – |
|
| 3 |
CA
3
CSM Advisors
Warrendale,
Pennsylvania
| $4.46M | -$573K | -22,271 | -11% |
|
| 4 |
EWA
4
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.26M | +$1.28M | +49,677 | New |
|
| 5 |
MFG
5
Merit Financial Group
Alpharetta,
Georgia
| $1.05M | -$224K | -8,690 | -17% |
|
| 6 |
WMA
6
West Michigan Advisors
Holland,
Michigan
| $1.01M | +$244K | +9,482 | +31% |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $472K | +$86.3K | +3,354 | +22% |
|
| 8 |
8
Jane Street
New York
| $449K | -$124K | -4,801 | -21% |
|
| 9 |
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $407K | +$46.9K | +1,820 | +13% |
|
| 10 |
PFGIA
10
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $284K | +$289K | +11,220 | New |
|
| 11 |
AF
11
Allworth Financial
Folsom,
California
| $5.07K | – | – | – |
|