SMI Advisory Services LLC Acquires 26,239 Shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF $QTPI

SMI Advisory Services LLC boosted its holdings in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF (NYSEARCA:QTPI) by 3.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 884,577 shares of the company’s stock after purchasing an additional 26,239 shares during the period. North Square RCIM Tax-Advantaged Preferred and Income Securities ETF comprises 3.7% of SMI Advisory Services LLC’s portfolio, making the stock its 6th largest position. SMI Advisory Services LLC owned 28.72% of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF worth $22,650,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Jane Street Group LLC purchased a new stake in North Square RCIM Tax-Advantaged Preferred and Income Securities ETF during the 1st quarter worth approximately $345,000. Merit Financial Group LLC acquired a new position in shares of North Square RCIM Tax-Advantaged Preferred and Income Securities ETF in the 4th quarter valued at approximately $1,284,000. 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 valued at $778,000 after buying an additional 8,722 shares during the last quarter. Red Cedar Investment Management LLC boosted its stake 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 buying an additional 139,093 shares during the last quarter. Finally, Osaic Holdings Inc. grew its position in shares of 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 buying an additional 2,808 shares in the last quarter.

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

QTPI stock opened at $25.43 on Tuesday. The firm has a 50 day simple moving average of $25.48 and a 200-day simple moving average of $25.60. North Square RCIM Tax-Advantaged Preferred and Income Securities ETF has a twelve month low of $25.22 and a twelve month high of $26.30.

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF 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.