Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / Q DYNAMIC GROWTH
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Number of holders
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9
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Total 13F shares, excl. options
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524K
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Shares change
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-48.2K
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Total reported value, excl. options
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$18.6M
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Value change
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-$1.71M
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Number of buys
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1
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Number of sells
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-7
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Price
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$35.44
Significant Holders of ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX) as of Q3 2024
10 filings reported holding QPX - ADVISORSHARES TR - Q DYNAMIC GROWTH as of Q3 2024.
ADVISORSHARES TR - Q DYNAMIC GROWTH (QPX) has 9 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 524K shares
.
Largest 10 shareholders include Encompass More Asset Management (152K shares), Cetera Investment Advisers (99.2K shares), Professional Financial Advisors, LLC (65.5K shares), OSAIC HOLDINGS, INC. (64.6K shares), Cambridge Investment Research Advisors, Inc. (56.7K shares), Legacy Wealth Managment, LLC/ID (32.8K shares), Legacy Investment Solutions, LLC (32.8K shares), ENVESTNET ASSET MANAGEMENT INC (19.6K shares), Sunbelt Securities, Inc. (672 shares), and UBS Group AG (0 shares).
This table shows the top 9 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.