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AdvisorShares Q Dynamic Growth ETF (QPX)



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Upturn Advisory Summary
07/10/2025: QPX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 31.42% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 30.65 - 38.49 | Updated Date 06/29/2025 |
52 Weeks Range 30.65 - 38.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
AdvisorShares Q Dynamic Growth ETF
ETF Overview
Overview
The AdvisorShares Q Dynamic Growth ETF (ticker: QPON) is an actively managed ETF that seeks long-term capital appreciation. The fund primarily invests in domestic equity securities, employing a quantitative, rules-based methodology to select companies with strong growth potential. The ETF uses a dynamic approach that adapts to changing market conditions.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs, offering unique investment strategies. While they have a shorter history compared to larger issuers, they are recognized for innovation.
Management Expertise
The management team at AdvisorShares possesses experience in quantitative investing and active portfolio management. The specific team managing QPON likely has expertise in growth stock selection and dynamic asset allocation.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: QPON is an actively managed ETF, meaning it does not track a specific index. It uses a proprietary quantitative model to identify and invest in companies with strong growth characteristics.
Composition The ETF primarily holds domestic equity securities (stocks) selected based on the fund's quantitative model. Sector allocation will vary based on the model's signals.
Market Position
Market Share: Insufficient data to determine QPON's specific market share due to the highly fragmented nature of growth-oriented ETFs.
Total Net Assets (AUM): Data unavailable. Accessing this data point requires scraping live data sources.
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- iShares Russell 1000 Growth ETF (IWF)
- Vanguard Growth ETF (VUG)
Competitive Landscape
The growth ETF market is highly competitive, with numerous options available to investors. QPON differentiates itself through its quantitative, rules-based approach to stock selection and dynamic asset allocation. However, it faces competition from larger, more established ETFs like ARKK, IWF, and VUG which have higher AUM and potentially greater liquidity. QPON's actively managed approach could potentially provide higher returns, but it also comes with higher fees and the risk of underperformance relative to passively managed growth ETFs.
Financial Performance
Historical Performance: Historical financial performance data is unavailable. Accessing this data point requires scraping live data sources.
Benchmark Comparison: A suitable benchmark comparison would be the Russell 1000 Growth Index, but historical performance data for QPON must be known to perform the comparison.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Average trading volume data is unavailable but can be sourced from financial websites; lower volume suggests lower liquidity.
Bid-Ask Spread
Bid-ask spread data unavailable; however, a wider spread indicates higher trading costs due to decreased liquidity.
Market Dynamics
Market Environment Factors
QPON's performance is influenced by overall economic growth, interest rates, and investor sentiment towards growth stocks. Technology sector performance and innovation trends are also significant factors.
Growth Trajectory
Growth trends of QPON will be affected by the management teamu2019s dynamic changes in strategy and sector and holding allocations based on current market conditions and the algorithm.
Moat and Competitive Advantages
Competitive Edge
QPON's competitive advantage lies in its actively managed, quantitative approach to growth stock selection. The rules-based methodology aims to identify companies with strong growth potential while mitigating emotional biases. The dynamic allocation strategy allows the fund to adapt to changing market conditions, potentially outperforming static growth ETFs. The fundu2019s active nature allows it to shift away from overvalued sectors, theoretically leading to more stable returns in volatile markets.
Risk Analysis
Volatility
Volatility data is unavailable, requiring scraping live data sources. Generally, growth stocks are more volatile than value stocks or the overall market.
Market Risk
QPON is exposed to market risk, meaning its value can fluctuate based on overall market conditions. The fund is also exposed to sector-specific risks, particularly if it has a concentrated allocation to certain high-growth sectors. Actively managed funds always have the potential to underperform relative to a passive benchmark.
Investor Profile
Ideal Investor Profile
The ideal investor for QPON is one who seeks long-term capital appreciation and is comfortable with a higher level of risk. These investors should understand and accept the actively managed nature of the fund and its potential for volatility.
Market Risk
QPON is more suitable for long-term investors willing to tolerate higher risk. It is not ideal for risk-averse investors or those seeking passive index-tracking exposure.
Summary
The AdvisorShares Q Dynamic Growth ETF (QPON) is an actively managed ETF pursuing long-term capital appreciation through a quantitative growth strategy. It uses a rules-based approach and dynamic asset allocation, differentiating it from passive growth ETFs. This active management could lead to higher returns but also introduces higher fees and the risk of underperformance. QPON is best suited for risk-tolerant, long-term investors who understand and accept its active strategy and potential volatility. Due to the highly competitive and ever-changing ETF landscape, investors should thoroughly research QPON and its competitors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- SEC Filings
- Various financial data providers (unavailable without web scraping)
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions. Data is based on available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AdvisorShares Q Dynamic Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively managed exchange-traded fund ("ETF") that is a "fund of funds." The fund invests in ETFs representing all asset classes, including, but not limited to, treasury bonds, municipal bonds, investment grade corporate bonds, high-yield U.S. corporate bonds (sometimes referred to as "junk bonds"), municipal bonds, U.S. and foreign equities, commodities, and volatility products.

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