Legacy Wealth Managment, LLC/ID QPX — ADVISORSHARES TR

Ownership history in Legacy Wealth Managment, LLC/ID  ·  7 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported ADVISORSHARES TR (QPX) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q3. The latest visible filing shows QPX at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID's position in ADVISORSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QPX was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QPX stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held QPX — position size vs. price
% of Fund (quarterly)    QPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,280 -1,056 -5.8% 0.36% $732K 2026-05-07 $47.41
2025 Q4 ADDED — — — 18,336 +2,180 +13.5% 0.39% $816K 2026-02-03 $45.60
2025 Q3 REDUCED 15.7% +4.5% ❌ 16,156 -3,001 -15.7% 0.31% $694K 2025-11-12 $44.26
2025 Q2 ADDED — — — 19,157 +6,022 +45.8% 0.39% $742K 2025-08-06 $39.85
2025 Q1 REDUCED 35.0% +12.8% ❌ 13,135 -7,087 -35.0% 0.32% $451K 2025-05-16 $36.93
2024 Q4 REDUCED 38.3% -4.3% ✅ 20,222 -12,546 -38.3% 0.47% $739K 2025-02-13 $37.13
2024 Q3 INITIATED — — — 32,768 — — 0.69% $1.2M 2024-11-15 $35.36

🏢 Other funds also holding QPX

As of 2026 Q1 — sorted by position size

Encompass More Asset Management 1.59% Professional Financial Advisors, LLC 3Y 0.56% Rothschild Wealth LLC 3Y 0.12% AMERIFLEX GROUP, INC. 0.02% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% Sunbelt Securities, Inc. 3Y 7Y 0.0% Aptus Capital Advisors, LLC 3Y 7Y 0.0%

FAQ About Legacy Wealth Managment, LLC/ID and QPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Managment, LLC/ID reported owning QPX?

Legacy Wealth Managment, LLC/ID reported QPX across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported QPX position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for QPX was 0.69% in 2024 Q3.

What is the latest reported QPX position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 17,280 shares, equal to 0.36% of portfolio, with an estimated market value of $732K.

What does the chart on this QPX ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly QPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Wealth Managment, LLC/ID time their QPX position?

Based on 13F filing dates vs. subsequent QPX price moves, Legacy Wealth Managment, LLC/ID correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on QPX relative to SPY over the holding period was +3.7%.

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