SMI Advisory Services LLC boosted its position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI – Free Report) by 3.1% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 884,577 shares of the company’s stock after buying an additional 26,239 shares during the period. North Square RCIM Tax-Advantaged Preferred and Income Securities ETF accounts for approximately 3.7% of SMI Advisory Services LLC’s holdings, making the stock its 6th biggest holding. SMI Advisory Services LLC owned 0.29% of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $22,650,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Merit Financial Group LLC bought a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF during the 4th quarter worth approximately $1,284,000. Red Cedar Investment Management LLC raised its position in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF by 42.5% during the 4th quarter. Red Cedar Investment Management LLC now owns 466,193 shares of the company’s stock valued at $11,976,000 after acquiring an additional 139,093 shares in the last quarter. EverSource Wealth Advisors LLC acquired a new stake in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF during the 1st quarter valued at approximately $1,259,000. Jane Street Group LLC bought a new position in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF during the fourth quarter worth $578,000. Finally, Osaic Holdings Inc. lifted its stake in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF by 22.6% during the fourth quarter. Osaic Holdings Inc. now owns 15,258 shares of the company’s stock worth $392,000 after purchasing an additional 2,808 shares during the last quarter.
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF Stock Down 0.2%
North Square RCIM Tax-Advantaged Preferred and Income Securities ETF stock opened at $25.43 on Tuesday. North Square RCIM Tax-Advantaged Preferred and Income Securities ETF has a 12 month low of $25.22 and a 12 month high of $26.30. The company has a fifty day moving average price of $25.48 and a two-hundred day moving average price of $25.60.
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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Want to see what other hedge funds are holding QTPI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI – Free Report).
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