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AdvisorShares Q Dynamic Growth ETF (QPX) Institutional Ownership

$39.01 -0.10 (-0.27%)
As of 10:25 AM Eastern
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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)
$2.58M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.30M
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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
7/10/2025Professional Financial Advisors LLC64,840$2.51M0.6%-0.4%9.899%
5/16/2025Legacy 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%
5/6/2025AE Wealth Management LLC3,119$107K0.0%-75.1%0.473%
4/29/2025Envestnet Asset Management Inc.20,724$712K0.0%+2.4%3.140%
4/23/2025Professional Financial Advisors LLC65,108$2.24M0.6%-0.6%9.865%
4/22/2025Cambridge Investment Research Advisors Inc.54,382$1.87M0.0%-2.4%8.240%
2/24/2025Ameriflex 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%
2/13/2025Legacy Investment Solutions LLC20,222$739K0.4%-38.3%2.696%
2/13/2025Envestnet 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%
11/15/2024Legacy 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%
7/26/2024Cambridge 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%
4/25/2024Professional Financial Advisors LLC65,313$2.14M0.6%-2.6%8.538%
4/25/2024Cambridge 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%
2/9/2024Cambridge Investment Research Advisors Inc.45,932$1.41M0.0%+4.3%4.593%
10/25/2023Professional Financial Advisors LLC67,083$1.84M0.8%+1.0%6.708%
10/24/2023Cambridge 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%
7/13/2023Cambridge Investment Research Advisors Inc.42,816$1.22M0.0%N/A4.460%
7/12/2023Professional 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%
2/8/2023Cambridge Investment Research Advisors Inc.120,381$2.55M0.0%-5.9%9.949%
2/7/2023Envestnet Asset Management Inc.25,554$540K0.0%-4.3%2.112%
1/11/2023Accurate Wealth Management LLC2,150$47K0.0%N/A0.165%
11/16/2022Sentinus LLC30,077$622K0.4%N/A2.089%
10/17/2022Cambridge Investment Research Advisors Inc.127,910$2.64M0.0%-35.7%8.471%
8/11/2022Cetera Advisors LLC326,276$7.16M0.2%+8.3%19.080%
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8/11/2022Sigma Planning Corp9,850$216K0.0%-13.2%0.576%
8/3/2022Envestnet Asset Management Inc.29,668$651K0.0%-70.4%1.735%
7/13/2022Cambridge 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%
5/12/2022Cambridge Investment Research Advisors Inc.691,375$19.23M0.1%-2.0%24.132%
5/11/2022Delta 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%
5/4/2022Envestnet Asset Management Inc.100,294$2.79M0.0%+1.9%3.199%
5/3/2022WealthPLAN Partners LLC405,109$9.89M0.7%-42.1%12.922%
4/20/2022Sigma 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%
2/4/2022Envestnet 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%
2/3/2022Cambridge 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%
2/2/2022Sigma Planning Corp12,000$367K0.0%-17.5%0.333%
2/1/2022WealthPLAN Partners LLC700,101$19.62M1.3%+8.8%19.420%
12/9/2021WealthPLAN 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%
11/2/2021Cambridge Investment Research Advisors Inc.523,584$14.65M0.1%+2.0%14.345%
11/2/2021Ironwood Financial llc2,082$58K0.0%N/A0.057%
8/13/2021Sigma Planning Corp14,450$407K0.0%+15.6%0.513%
8/10/2021Cambridge 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%
8/4/2021Envestnet 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%
6/17/2021Geneos Wealth Management Inc.7,251$194K0.0%+9.7%0.339%
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 Investment Solutions LLC ($739K).Learn more on AdvisorShares Q Dynamic Growth ETF's institutional investors.

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

The following institutional investors have purchased AdvisorShares Q Dynamic Growth ETF's stock in the last 24 months: Cetera Investment Advisers ($121.74K), Professional Financial Advisors LLC ($57.16K), Cambridge Investment Research Advisors Inc. ($56.84K), Encompass More Asset Management ($37.65K), Legacy Investment Solutions LLC ($32.77K), Focus Financial Network Inc. ADV ($6.98K), 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 73,172 shares in the last 24 months. This purchase volume represents approximately $2.58M 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 7/10/2025 by MarketBeat.com Staff
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