Free Trial

AdvisorShares Q Dynamic Growth ETF (QPX) Institutional Ownership

$39.94 +0.12 (+0.30%)
As of 11:40 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for AdvisorShares Q Dynamic Growth ETF (NYSEARCA:QPX)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$2.39M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.30M
Get QPX Insider Trade Alerts

Want to know when executives and insiders are buying or selling AdvisorShares Q Dynamic Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

QPX Institutional Buying and Selling by Quarter

AdvisorShares Q Dynamic Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Legacy Wealth Managment LLC ID19,157$742K0.4%+45.8%2.970%
7/10/2025 Professional Financial Advisors LLC64,840$2.51M0.6%-0.4%9.899%
5/16/2025 Legacy Wealth Managment LLC ID13,135$451K0.3%-35.0%2.021%
5/9/2025Encompass More Asset Management165,107$5.67M1.7%+1.5%25.401%
5/6/2025Cetera Investment Advisers77,645$2.67M0.0%-15.9%11.764%
5/6/2025 AE Wealth Management LLC3,119$107K0.0%-75.1%0.473%
4/29/2025 Envestnet Asset Management Inc.20,724$712K0.0%+2.4%3.140%
4/23/2025 Professional Financial Advisors LLC65,108$2.24M0.6%-0.6%9.865%
4/22/2025 Cambridge Investment Research Advisors Inc.54,382$1.87M0.0%-2.4%8.240%
2/24/2025 Ameriflex Group Inc.1,234$45K0.0%N/A0.180%
2/17/2025Sentinus LLC32,850$1.18M0.3%-60.3%4.380%
2/17/2025Cetera Investment Advisers92,339$3.31M0.0%-6.9%12.312%
2/13/2025 Legacy Investment Solutions LLC20,222$739K0.4%-38.3%2.696%
2/13/2025 Envestnet Asset Management Inc.20,230$726K0.0%+3.4%2.697%
1/21/2025Encompass More Asset Management162,685$5.84M1.9%+7.1%21.691%
11/15/2024 Legacy Investment Solutions LLC32,768$1.19M0.7%N/A4.369%
11/14/2024Encompass More Asset Management151,952$5.39M2.1%+8.9%20.260%
8/22/2024Cetera Investment Advisers118,443$4.01M0.0%-14.4%15.792%
7/27/2024Encompass More Asset Management139,543$4.73M3.4%+9.5%18.606%
7/26/2024 Cambridge Investment Research Advisors Inc.56,840$1.93M0.0%+0.6%7.579%
5/24/2024Cetera Advisors LLC137,606$4.51M0.0%-0.3%18.347%
5/24/2024Cetera Investment Advisers138,306$4.53M0.0%+735.0%18.441%
4/25/2024 Professional Financial Advisors LLC65,313$2.14M0.6%-2.6%8.538%
4/25/2024 Cambridge Investment Research Advisors Inc.56,473$1.85M0.0%+22.9%7.382%
2/12/2024Focus Financial Network Inc. ADV6,984$214K0.0%N/A0.698%
2/9/2024 Cambridge Investment Research Advisors Inc.45,932$1.41M0.0%+4.3%4.593%
10/25/2023 Professional Financial Advisors LLC67,083$1.84M0.8%+1.0%6.708%
10/24/2023 Cambridge Investment Research Advisors Inc.44,055$1.21M0.0%+2.9%4.406%
8/10/2023Cetera Advisors LLC151,301$4.32M0.1%-7.1%15.130%
8/10/2023Cetera Investment Advisers16,884$482K0.0%-2.8%1.688%
7/13/2023 Cambridge Investment Research Advisors Inc.42,816$1.22M0.0%N/A4.460%
7/12/2023 Professional Financial Advisors LLC66,416$1.90M1.0%+569.5%6.918%
2/10/2023Advisor Group Holdings Inc.113,040$2.39M0.0%-27.6%9.342%
2/9/2023HighTower Advisors LLC24,530$515K0.0%-62.3%2.027%
2/8/2023UBS Group AG7,143$151K0.0%+45.0%0.590%
2/8/2023 Cambridge Investment Research Advisors Inc.120,381$2.55M0.0%-5.9%9.949%
2/7/2023 Envestnet Asset Management Inc.25,554$540K0.0%-4.3%2.112%
1/11/2023 Accurate Wealth Management LLC2,150$47K0.0%N/A0.165%
11/16/2022Sentinus LLC30,077$622K0.4%N/A2.089%
10/17/2022 Cambridge Investment Research Advisors Inc.127,910$2.64M0.0%-35.7%8.471%
GENIUS Act: Cancel Your Money? (Ad)

A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control. Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live.

Get the free info kit with 3 strategies to sidestep digital dollar control.
8/11/2022Cetera Advisors LLC326,276$7.16M0.2%+8.3%19.080%
8/11/2022 Sigma Planning Corp9,850$216K0.0%-13.2%0.576%
8/3/2022 Envestnet Asset Management Inc.29,668$651K0.0%-70.4%1.735%
7/13/2022 Cambridge Investment Research Advisors Inc.198,854$4.37M0.0%-71.2%10.866%
5/12/2022Integrated Wealth Concepts LLC11,407$317K0.0%-51.5%0.398%
5/12/2022Cetera Advisors LLC301,199$8.38M0.2%+19.8%10.513%
5/12/2022HighTower Advisors LLC66,731$1.86M0.0%+20.1%2.329%
5/12/2022 Cambridge Investment Research Advisors Inc.691,375$19.23M0.1%-2.0%24.132%
5/11/2022 Delta Investment Management LLC83,636$2.33M0.7%N/A2.869%
5/10/2022Mercer Global Advisors Inc. ADV93,716$2.61M0.0%+0.7%3.215%
5/4/2022Advisor Group Holdings Inc.399,068$11.10M0.0%-3.9%12.729%
5/4/2022 Envestnet Asset Management Inc.100,294$2.79M0.0%+1.9%3.199%
5/3/2022 WealthPLAN Partners LLC405,109$9.89M0.7%-42.1%12.922%
4/20/2022 Sigma Planning Corp11,350$316K0.0%-5.4%0.329%
2/15/2022Cetera Investment Advisers24,667$755K0.0%+8.0%0.698%
2/10/2022HighTower Advisors LLC55,582$1.71M0.0%+10.6%1.557%
2/8/2022Raymond James & Associates29,446$901K0.0%+38.9%0.817%
2/4/2022 Envestnet Asset Management Inc.98,412$3.01M0.0%+299.5%2.730%
2/4/2022Mercer Global Advisors Inc. ADV93,019$2.85M0.0%-2.1%2.580%
2/3/2022 Cambridge Investment Research Advisors Inc.705,562$21.59M0.1%+34.8%19.572%
2/3/2022Advisor Group Holdings Inc.415,362$12.71M0.0%+77.8%11.522%
2/3/2022Anfield Capital Management LLC11,505$352K0.1%N/A0.319%
2/2/2022 Sigma Planning Corp12,000$367K0.0%-17.5%0.333%
2/1/2022 WealthPLAN Partners LLC700,101$19.62M1.3%+8.8%19.420%
12/9/2021 WealthPLAN Partners LLC643,637$19.59M1.3%N/A15.603%
11/16/2021Cetera Investment Advisers22,837$639K0.0%+85.7%0.606%
11/16/2021Cetera Advisors LLC234,876$6.57M0.1%+106.1%6.230%
11/15/2021HighTower Advisors LLC50,260$1.41M0.0%-8.4%1.333%
11/12/2021Centaurus Financial Inc.70,180$1.96M0.2%-2.7%1.862%
11/9/2021Geneos Wealth Management Inc.10,251$290K0.0%+10.8%0.273%
11/5/2021Advisor Group Holdings Inc.233,593$6.53M0.0%+87.8%6.271%
11/2/2021Raymond James & Associates21,193$593K0.0%+68.6%0.569%
11/2/2021 Cambridge Investment Research Advisors Inc.523,584$14.65M0.1%+2.0%14.345%
11/2/2021 Ironwood Financial llc2,082$58K0.0%N/A0.057%
8/13/2021 Sigma Planning Corp14,450$407K0.0%+15.6%0.513%
8/10/2021 Cambridge Investment Research Advisors Inc.513,204$14.45M0.1%+58.6%18.662%
8/10/2021Centaurus Financial Inc.72,097$2.03M0.2%N/A2.622%
8/6/2021HighTower Advisors LLC54,841$1.55M0.0%+78.5%1.994%
8/4/2021 Envestnet Asset Management Inc.13,658$385K0.0%N/A0.497%
8/3/2021Anfield Capital Management LLC11,846$334K0.1%+23.4%0.431%
8/2/2021Advisor Group Holdings Inc.124,373$3.50M0.0%+43.1%4.523%
5/17/2021Royal Bank of Canada4,000$102K0.0%N/A0.215%
(Data available from 1/1/2016 forward)

QPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QPX shares?

During the previous two years, 12 institutional investors and hedge funds held shares of AdvisorShares Q Dynamic Growth ETF. The most heavily invested institutionals were Encompass More Asset Management ($5.67M), Cetera Advisors LLC ($4.51M), Cetera Investment Advisers ($2.67M), Professional Financial Advisors LLC ($2.51M), Cambridge Investment Research Advisors Inc. ($1.87M), Sentinus LLC ($1.18M), and Legacy Wealth Managment LLC ID ($742K).Learn more on AdvisorShares Q Dynamic Growth ETF's institutional investors.

Which institutional investors have been buying AdvisorShares Q Dynamic Growth ETF's stock?

Of the 9 institutional investors that purchased AdvisorShares Q Dynamic Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($121.74K), Encompass More Asset Management ($37.65K), Legacy Investment Solutions LLC ($32.77K), Cambridge Investment Research Advisors Inc. ($14.02K), Focus Financial Network Inc. ADV ($6.98K), Legacy Wealth Managment LLC ID ($6.02K), and Ameriflex Group Inc. ($1.23K).

How much institutional buying is happening at AdvisorShares Q Dynamic Growth ETF?

Institutional investors have bought a total of 66,745 shares in the last 24 months. This purchase volume represents approximately $2.39M in transactions.

Which of AdvisorShares Q Dynamic Growth ETF's major shareholders have been selling company stock?

The following institutional investors have sold AdvisorShares Q Dynamic Growth ETF stock in the last 24 months: Sentinus LLC ($49.85K), Cetera Investment Advisers ($41.39K), Legacy Investment Solutions LLC ($12.55K), AE Wealth Management LLC ($9.40K), Legacy Wealth Managment LLC ID ($7.09K), Cambridge Investment Research Advisors Inc. ($1.34K), and Professional Financial Advisors LLC ($650.00).

How much institutional selling is happening at AdvisorShares Q Dynamic Growth ETF?

Institutional investors have sold a total of 122,259 shares in the last 24 months. This volume of shares sold represents approximately $4.30M in transactions.



This page (NYSEARCA:QPX) was last updated on 8/8/2025 by MarketBeat.com Staff
From Our Partners