Advisorshares Q DYN GrowthQPXETF
13F holders, Q3 2024 (September 30)10holders +1
0new positions
1sold out
$44.51avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Advisorshares Q DYN Growth (QPX) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Rothschild Wealth LLC ($8.4M), Encompass More Asset Management ($5.4M) and Cetera Investment Advisers ($3.5M).
- Company
- Advisorshares Q DYN Growth
- CUSIP
- 00768Y438
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $2K |
All 13F filers, Q2 2024 → Q3 2024: 62,146 shares bought and 60,600 shares sold, net +1,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Rothschild Wealth LLC | 2.50% | Add +150.9% | 82,696 | $8.4M |
| Encompass More Asset Management | 2.05% | Add +8.9% | 151,952 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -16.3% | 99,171 | $3.5M |
| Professional Financial Advisors, LLC | 0.60% | Reduce -0.1% | 65,490 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -30.7% | 64,646 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.2% | 56,733 | $2.0M |
| Legacy Investment Solutions, LLC | 0.73% | — | 32,768 | $1.2M |
| Legacy Wealth Managment, LLC | 0.73% | — | 32,768 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.8% | 19,567 | $693K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.6% | 672 | $24K |
"% of holder's portfolio" is QPX's weight in each manager's 13F, not the share of Advisorshares Q DYN Growth the manager owns.