QTPI
North Square RCIM Tax-Advantaged Preferred and
Exchange Place Advisors Trust
ETF

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
51
Top-10 weight
30.81%
Effective holdings ?
41
Crowding ?
65.7

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 JPMorgan Chase & Co., Series NN 2,100,000 $2.24M 3.02%
2 Wells Fargo & Co. 2,065,000 $2.21M 2.98%
3 Citigroup Inc., Series AA 2,075,000 $2.20M 2.97%
4 The PNC Financial Services Group, Inc. PNC 2,075,000 $2.15M 2.91%
5 Goldman Sachs Group, Inc. (The), Series W 2,010,000 $2.15M 2.90%
6 STT V6.7 PERP I STT 2,050,000 $2.15M 2.90%
7 TORONTO DOM BANK 2,050,000 $2.15M 2.90%
8 CANADIAN IMPERIAL BANK OF COMM JR SUBORDINA 10/85 VAR CM 2,050,000 $2.13M 2.88%
9 Royal Bank of Canada 2,000,000 $2.12M 2.86%
10 US Bancorp Variable Rate, Due 12/29/2049 USB 2,110,000 $2.12M 2.86%
11 COF V5.5 PERP O COF 2,100,000 $2.11M 2.85%
12 BP CAPITAL PLC 1,975,000 $2.11M 2.84%
13 Vistra Corp., Series C 1,900,000 $2.10M 2.84%
14 Transcanada Trust Variable Rate, Due 03/15/2077 2,075,000 $2.09M 2.82%
15 Bank of Montreal 1,950,000 $2.07M 2.80%
16 BK 6.3 PERP BK 1,975,000 $2.05M 2.76%
17 Dominion Energy, Inc., Series C D 1,950,000 $1.94M 2.62%
18 GM 6 1/2 PERP GM 1,900,000 $1.93M 2.61%
19 Bank of Nova Scotia (The) 1,700,000 $1.80M 2.43%
20 Truist Financial Corp. Series Q Perpetual, 5.10%, 03/01/2030 TFC 1,750,000 $1.77M 2.39%
21 UBS V9.25 PERP 144a UBS 1,525,000 $1.67M 2.25%
22 Bank of America Corp. 1,450,000 $1.52M 2.05%
23 Air Lease Corp., Series D AL 1,550,000 $1.51M 2.04%
24 ING Groep NV (pfd) 5.75% 11/16/2174 Perpetual INTNED 1,500,000 $1.51M 2.03%
25 HSBC Holdings PLC 1,400,000 $1.47M 1.98%
26 Banco Bilbao Vizcaya Argentaria S.A. 1,300,000 $1.45M 1.96%
27 Charles Schwab Corp. (The), Series K 1,375,000 $1.38M 1.86%
28 LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR LLOYDS 1,250,000 $1.36M 1.83%
29 BANCO SANTANDER SA REGD V/R /PERP/ SER * 9.62500000 1,200,000 $1.34M 1.81%
30 STANLN 7 3/4 PERP STANLN 1,250,000 $1.30M 1.76%
31 AT&T Inc., Series A, Pfd. T A 57,000 $1.19M 1.61%
32 NWG 8 1/8 PERP NWG 1,050,000 $1.18M 1.60%
33 Citizens Financial Group, Inc., Series I, Pfd. CFG I 42,000 $1.07M 1.45%
34 Morgan Stanley, Series P, Pfd. MS PRP 39,500 $1.02M 1.38%
35 Fifth Third Bancorp DEPOSITARY SHARES REPRESENTING A 1/40TH OWNERSHIP INTEREST IN A SHARE OF 6.875% FIXED-RATE RESET NON-CUMULATIVE PERPETUAL PREFERRE 38,000 $978.50K 1.32%
36 KEYCORP PREFERRED STOCK VAR KEY L 36,300 $929.28K 1.25%
37 M&T Bank Corp., Series J, Pfd. 33,500 $899.48K 1.21%
38 Bank of America Corp., Series DD 850,000 $853.00K 1.15%
39 Charles Schwab Corp. (The), Series D, Pfd. SCHW D 28,300 $712.31K 0.96%
40 The Allstate Corporation DEPOSITARY SHARES EACH REPRESENTING A 1/1,000TH INTEREST IN A SHARE OF FIXED RATE NONCUMULATIVE PERPETUAL PREFERRED STOCK, SE ALL J 25,969 $693.37K 0.94%
41 Huntington Bancshares Inc., Series J, Pfd. HBANL 24,200 $621.94K 0.84%
42 Nordea Bank Abp (pfd) 6.63% 09/26/2174 Perpetual NDAFH 600,000 $601.40K 0.81%
43 Synchrony Financial, Series B, Pfd. SYF B 21,647 $565.42K 0.76%
44 ELECTRICITE DE FRANCE T5Y+NA PERP 144A EDF 400,000 $475.99K 0.64%
45 Capital One Financial Corp., Series I, Pfd. COF I 21,250 $417.35K 0.56%
46 RF 6.95 PERP RF F 16,000 $414.40K 0.56%
47 UMB FINANCIAL CORP PREFERRED STOCK VAR UMBFO 15,450 $414.06K 0.56%
48 MORGAN STANLEY JR SUBORDINA VAR MS 350,000 $353.04K 0.48%
49 Truist Financial Corp., Series N TFC 300,000 $302.26K 0.41%
50 FIRST CITIZENS FIXED 5.8% Due 12-31-2049 FCNCA 200,000 $204.49K 0.28%
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