Key stats
About AdvisorShares Q Dynamic Growth ETF
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Inception date
Dec 28, 2020
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
AdvisorShares Investments LLC
Distributor
Foreside Fund Services LLC
ISIN
US00768Y4382
QPX invests in ETFs representing a mix of asset classes, including: US and foreign stocks, sector equities, US bonds, commodities, and volatility products. The underlying ETFs may be of any market capitalization, duration, maturity and quality. The funds advisor uses a proprietary risk analysis program to identify the optimal risk/reward profile. QPX is allocated to an aggressive portfolio when the implied volatility is determined to be low and will shift exposure to a more defensive allocation as the implied volatility moves higher. The portfolio is adjusted on a monthly basis and can result in relatively high portfolio turnover. It is important to note the fund has implemented a fulcrum fee. This means, after the first year, the management fee of the fund can incrementally change based on performance of the fund relative to a benchmark.
Related funds
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF97.73%
Cash2.27%
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
QPX assets under management is 29.32 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
QPX invests in funds. See more details in our Analysis section.
QPX expense ratio is 1.60%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, QPX isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, QPX doesn't pay dividends to its holders.
QPX shares are issued by Wilson Lane Group LLC
QPX follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 28, 2020.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.