49,677 Shares in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF $QTPI Acquired by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC bought a new stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPIFree Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 49,677 shares of the company’s stock, valued at approximately $1,259,000. EverSource Wealth Advisors LLC owned about 1.66% of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Patriot Financial Group Insurance Agency LLC acquired a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in the first quarter worth approximately $284,000. Jane Street Group LLC acquired a new stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF during the 1st quarter valued at $345,000. Osaic Holdings Inc. boosted its stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF by 22.6% during the 4th quarter. Osaic Holdings Inc. now owns 15,258 shares of the company’s stock worth $392,000 after acquiring an additional 2,808 shares in the last quarter. AdvisorNet Financial Inc boosted its stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF by 12.8% during the 1st quarter. AdvisorNet Financial Inc now owns 16,040 shares of the company’s stock worth $407,000 after acquiring an additional 1,820 shares in the last quarter. Finally, West Michigan Advisors LLC boosted its stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF by 40.5% during the 4th quarter. West Michigan Advisors LLC now owns 30,265 shares of the company’s stock worth $778,000 after acquiring an additional 8,722 shares in the last quarter.

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF Stock Performance

Shares of NYSEARCA QTPI opened at $25.35 on Friday. The stock’s fifty day simple moving average is $25.49 and its 200 day simple moving average is $25.61. North Square RCIM Tax-Advantaged Preferred and Income Securities ETF has a 52-week low of $25.22 and a 52-week high of $26.30.

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF Company Profile

(Free Report)

The North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed, seeking to provide high current income and long-term capital appreciation with a focus on tax-advantaged qualified dividend income. The portfolio holds preferred securities, REITs, and other income focused securities. QTPI was launched on Dec 19, 2024 and is issued by North Square.

Featured Articles

Institutional Ownership by Quarter for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI)

Receive News & Ratings for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF and related companies with MarketBeat.com's FREE daily email newsletter.