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AE Wealth Management’s American Century Multisector Income ETF MUSI Stock Holding History

AE Wealth Management’s Portfolio MUSI Stock Details MUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-31,992
Closed -$1.39M – 1684
2023
Q4 		$1.39M Buy
31,992
+3,254
+11% +$137K 0.01% 1037
2023
Q3 		$1.2M Buy
28,738
+698
+2% +$29.6K 0.01% 1024
2023
Q2 		$1.2M Buy
+28,040
New +$1.21M 0.01% 1021

Other funds holding MUSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AE Wealth Management's MUSI Position: Q1 2024 in Review

AE Wealth Management sold out of American Century Multisector Income ETF (MUSI) in Q1 2024, closing a stake of 31,992 shares — an estimated $1.39M sold.

AE Wealth Management first reported a position in MUSI in Q2 2023 and held it in 3 quarters. The position peaked at $1.39M in Q4 2023. 21 funds tracked by Wall St. Rank hold MUSI as of Q1 2024.

  • AE Wealth Management reported no remaining American Century Multisector Income ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 31,992 American Century Multisector Income ETF shares in Q1 2024, an estimated $1.39M.
  • AE Wealth Management first reported a position in American Century Multisector Income ETF in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's American Century Multisector Income ETF position peaked at $1.39M in Q4 2023.
  • 21 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.