AGH Wealth Advisors’s American Century Multisector Income ETF MUSI Stock Holding History

AGH Wealth Advisors’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
2025 Q3	–	Sell	-5,000	Closed	-$220K	–	132
2025 Q2	$220K	Sell	5,000 -2,200	-31%	-$95.3K	0.18%	117
2025 Q1	$315K	Hold	7,200	–	–	0.3%	78
2024 Q4	$311K	Buy	+7,200	New	+$315K	0.29%	81

Other funds holding MUSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

AGH Wealth Advisors's MUSI Position: Q3 2025 in Review

AGH Wealth Advisors sold out of American Century Multisector Income ETF (MUSI) in Q3 2025, closing a stake of 5,000 shares — an estimated $220K sold.

AGH Wealth Advisors first reported a position in MUSI in Q4 2024 and held it in 3 quarters. The position peaked at $315K in Q1 2025. 28 funds tracked by Wall St. Rank hold MUSI as of Q3 2025.

AGH Wealth Advisors reported no remaining American Century Multisector Income ETF position as of Q3 2025 after selling out during the quarter.
AGH Wealth Advisors sold 5,000 American Century Multisector Income ETF shares in Q3 2025, an estimated $220K.
AGH Wealth Advisors first reported a position in American Century Multisector Income ETF in Q4 2024 and held it in 3 quarters.
AGH Wealth Advisors's American Century Multisector Income ETF position peaked at $315K in Q1 2025.
28 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q3 2025.

Based on AGH Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.