EverSource Wealth Advisors LLC bought a new stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI – Free 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
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.
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