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Advisorshares Tr shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Advisorshares Tr (QPX) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Advisorshares Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisorshares Tr held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisorshares Tr by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $694k 16k 42.96
2025-06-30 $742k 19k 38.74
2025-03-31 $451k 13k 34.34
2024-12-31 $739k 20k 36.56
2024-09-30 $1.2M 33k 36.26

More positions owned by Legacy Wealth Managment

Streamex Corp Call Call Option (Principal) (STEX)
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Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Oracle Corporation (ORCL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Proshares Tr Bitcoin Etf (BITO)
Eagle Pt Cr (ECC)
Ishares Tr Ultra Short Dur (ICSH)
Fs Kkr Capital Corp (FSK)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Cion Invt Corp (CION)
Viper Energy Cl A (VNOM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

Top funds holding Advisorshares Tr

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Cetera Investment Advisers
Cambridge Investment Research Advisors
Sentinus
Legacy Investment Solutions
Foundations Investment Advisors
Legacy Wealth Managment
Envestnet Asset Management
Susquehanna International
UBS Group
Ameriflex Group
CWM
Aptus Capital Advisors

View all funds holding Advisorshares Tr