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Funds Holding QEFA

On this page, we present all of the funds holding QEFA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding QEFA, with a link to that fund's top holdings. The next columns indicate the amount of QEFA stock held by each of the funds holding QEFA, followed by the QEFA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 92 funds holding QEFA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ameriprise Financial Inc.. For more details on the positions held by Ameriprise Financial Inc. (or by any of the other funds holding QEFA), click the fund name in the "Holder" column of the funds-holding-QEFA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.3,286,275$185,037 09/30/2022
     QEFA3,286,275$185,037 09/30/2022
Morgan Stanley1,112,293$62,055 09/30/2022
     QEFA1,112,293$62,055 09/30/2022
Wealth Enhancement Advisory Services LLC892,126$50,368 09/30/2022
     QEFA892,126$50,368 09/30/2022
LPL Financial LLC531,009$29,625 09/30/2022
     QEFA531,009$29,625 09/30/2022
Financial Enhancement Group LLC471,462$26,303 09/30/2022
     QEFA471,462$26,303 09/30/2022
Envestnet Asset Management Inc.414,777$23,140 09/30/2022
     QEFA414,777$23,140 09/30/2022
First Hawaiian Bank382,804$21,356 09/30/2022
     QEFA382,804$21,356 09/30/2022
Bank of America Corp DE377,068$21,036 09/30/2022
     QEFA377,068$21,036 09/30/2022
SimpliFi Inc.331,389$18,488 09/30/2022
     QEFA331,389$18,488 09/30/2022
Silverhawk Asset Management LLC271,912$15,170 09/30/2022
     QEFA271,912$15,170 09/30/2022
Great Valley Advisor Group Inc.242,420$13,525 09/30/2022
     QEFA242,420$13,525 09/30/2022
CX Institutional204,675$11,419 09/30/2022
     QEFA204,675$11,419 09/30/2022
Orgel Wealth Management LLC193,168$10,777 09/30/2022
     QEFA193,168$10,777 09/30/2022
GWM Advisors LLC166,697$9,300 09/30/2022
     QEFA166,697$9,300 09/30/2022
Commonwealth Equity Services LLC129,696$7,235 09/30/2022
     QEFA129,696$7,235 09/30/2022
Sage Mountain Advisors LLC104,091$5,807 09/30/2022
     QEFA104,091$5,807 09/30/2022
Private Advisor Group LLC100,774$5,622 09/30/2022
     QEFA100,774$5,622 09/30/2022
Quantitative Advantage LLC93,583$5,221 09/30/2022
     QEFA93,583$5,221 09/30/2022
Andesa Financial Management Inc.93,344$5,202 09/30/2022
     QEFA93,344$5,202 09/30/2022
ARQ Wealth Advisors LLC90,375$5,042 09/30/2022
     QEFA90,375$5,042 09/30/2022
Wealthcare Advisory Partners LLC84,655$4,723 09/30/2022
     QEFA84,655$4,723 09/30/2022
IFP Advisors Inc71,006$4,559 09/30/2022
     QEFA71,006$4,559 09/30/2022
Financial Guidance Group Inc.76,844$4,287 09/30/2022
     QEFA76,844$4,287 09/30/2022
IFG Advisory LLC68,982$3,848 09/30/2022
     QEFA68,982$3,848 09/30/2022
Strategic Wealth Advisors Group LLC62,118$3,466 09/30/2022
     QEFA62,118$3,466 09/30/2022
Brio Consultants LLC53,667$3,074 09/30/2022
     QEFA53,667$3,074 09/30/2022
Sowell Financial Services LLC50,427$2,813 09/30/2022
     QEFA50,427$2,813 09/30/2022
Financial Strategies Group Inc.50,230$2,802 09/30/2022
     QEFA50,230$2,802 09/30/2022
AE Wealth Management LLC45,994$2,566 09/30/2022
     QEFA45,994$2,566 09/30/2022
HighTower Advisors LLC40,533$2,273 09/30/2022
     QEFA40,533$2,273 09/30/2022
Equitable Holdings Inc.40,635$2,267 09/30/2022
     QEFA40,635$2,267 09/30/2022
January Capital Advisors LLC36,527$2,264 06/30/2022
     QEFA36,527$2,264 06/30/2022
Warren Street Wealth Advisors LLC37,047$2,067 09/30/2022
     QEFA37,047$2,067 09/30/2022
Western Wealth Management LLC35,502$1,976 09/30/2022
     QEFA35,502$1,976 09/30/2022
IHT Wealth Management LLC33,960$1,895 09/30/2022
     QEFA33,960$1,895 09/30/2022
Outlook Wealth Advisors LLC29,832$1,664 09/30/2022
     QEFA29,832$1,664 09/30/2022
1620 Investment Advisors Inc.29,522$1,647 09/30/2022
     QEFA29,522$1,647 09/30/2022
Advisor Group Holdings Inc.22,292$1,244 09/30/2022
     QEFA22,292$1,244 09/30/2022
Flow Traders U.S. LLC21,545$1,202 09/30/2022
     QEFA21,545$1,202 09/30/2022
Element Wealth LLC21,496$1,199 09/30/2022
     QEFA21,496$1,199 09/30/2022
Legacy CG LLC20,766$1,159 09/30/2022
     QEFA20,766$1,159 09/30/2022
Kestra Advisory Services LLC18,302$1,021 09/30/2022
     QEFA18,302$1,021 09/30/2022
Gladstone Institutional Advisory LLC16,527$922 09/30/2022
     QEFA16,527$922 09/30/2022
Empirical Asset Management LLC15,101$842 09/30/2022
     QEFA15,101$842 09/30/2022
Capital Advisors Ltd. LLC14,031$783 09/30/2022
     QEFA14,031$783 09/30/2022
Mutual Advisors LLC10,899$608 09/30/2022
     QEFA10,899$608 09/30/2022
Keystone Financial Group9,716$542 09/30/2022
     QEFA9,716$542 09/30/2022
AdvisorNet Financial Inc9,061$506 09/30/2022
     QEFA9,061$506 09/30/2022
Cornerstone Wealth Management LLC8,955$500 09/30/2022
     QEFA8,955$500 09/30/2022
Wealthcare Capital Management LLC6,897$385 09/30/2022
     QEFA6,897$385 09/30/2022
Ameritas Advisory Services LLC6,357$355 09/30/2022
     QEFA6,357$355 09/30/2022
Journey Strategic Wealth LLC6,012$336 09/30/2022
     QEFA6,012$336 09/30/2022
MML Investors Services LLC6,009$335 09/30/2022
     QEFA6,009$335 09/30/2022
Princeton Global Asset Management LLC5,744$320 09/30/2022
     QEFA5,744$320 09/30/2022
Stratos Wealth Partners LTD.5,709$319 09/30/2022
     QEFA5,709$319 09/30/2022
Susquehanna International Group LLP5,412$302 09/30/2022
     QEFA5,412$302 09/30/2022
McAdam LLC5,361$299 09/30/2022
     QEFA5,361$299 09/30/2022
Prudential Financial Inc.5,010$281 09/30/2022
     QEFA5,010$281 09/30/2022
KWB Wealth4,839$270 09/30/2022
     QEFA4,839$270 09/30/2022
Raymond James Financial Services Advisors Inc.4,490$250 09/30/2022
     QEFA4,490$250 09/30/2022
Frontier Wealth Management LLC3,939$244 06/30/2022
     QEFA3,939$244 06/30/2022
Thompson Investment Management Inc.4,244$237 09/30/2022
     QEFA4,244$237 09/30/2022
Captrust Financial Advisors3,939$220 09/30/2022
     QEFA3,939$220 09/30/2022
Raleigh Capital Management Inc.3,906$218 09/30/2022
     QEFA3,906$218 09/30/2022
Dynamic Advisor Solutions LLC3,755$209 09/30/2022
     QEFA3,755$209 09/30/2022
Catalyst Private Wealth LLC3,657$204 09/30/2022
     QEFA3,657$204 09/30/2022
Private Trust Co. NA2,463$137 09/30/2022
     QEFA2,463$137 09/30/2022
CWM LLC1,855$103 09/30/2022
     QEFA1,855$103 09/30/2022
First Horizon Advisors Inc.1,820$101 09/30/2022
     QEFA1,820$101 09/30/2022
Royal Bank of Canada1,494$83 09/30/2022
     QEFA1,494$83 09/30/2022
Geneos Wealth Management Inc.1,345$75 09/30/2022
     QEFA1,345$75 09/30/2022
Wells Fargo & Company MN917$51 09/30/2022
     QEFA917$51 09/30/2022
Citigroup Inc.918$51 09/30/2022
     QEFA918$51 09/30/2022
Assetmark Inc.706$39 09/30/2022
     QEFA706$39 09/30/2022
Northwestern Mutual Wealth Management Co.504$28 09/30/2022
     QEFA504$28 09/30/2022
Spire Wealth Management424$24 09/30/2022
     QEFA424$24 09/30/2022
US Bancorp DE412$23 09/30/2022
     QEFA412$23 09/30/2022
Allworth Financial LP323$18 09/30/2022
     QEFA323$18 09/30/2022
Parallel Advisors LLC294$16 09/30/2022
     QEFA294$16 09/30/2022
Rocky Mountain Advisers LLC257$14 09/30/2022
     QEFA257$14 09/30/2022
Hudock Inc.202$11 09/30/2022
     QEFA202$11 09/30/2022
Proequities Inc.161$9 09/30/2022
     QEFA161$9 09/30/2022
Retirement Group LLC108$6 09/30/2022
     QEFA108$6 09/30/2022
Savior LLC53$3 09/30/2022
     QEFA53$3 09/30/2022
The PNC Financial Services Group Inc.32$2 09/30/2022
     QEFA32$2 09/30/2022
Center for Financial Planning Inc.29$2 09/30/2022
     QEFA29$2 09/30/2022
FMR LLC17$1 09/30/2022
     QEFA17$1 09/30/2022
Bessemer Group Inc.20$1 09/30/2022
     QEFA20$1 09/30/2022
BlackRock Inc.21$1 09/30/2022
     QEFA21$1 09/30/2022
CFS Investment Advisory Services LLC49,263$1 09/30/2022
     QEFA49,263$1 09/30/2022
First Manhattan Co.14$0 09/30/2022
     QEFA14$0 09/30/2022
Rockefeller Capital Management L.P.11$0 09/30/2022
     QEFA11$0 09/30/2022
JPMorgan Chase & Co.5,873,600$-180,672 09/30/2022
     Put5,873,600$180,672 09/30/2022

See Summary: Institutional Holders of QEFA
See Details: Top 10 Hedge Funds Holding QEFA
Also See: QEFA Holdings Changes

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