Aspire Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History

Aspire Wealth Management’s Portfolio ACLC Stock Details ACLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$51.7K	Buy	+736	New	+$50.1K	0.03%	141
2024 Q1	–	Sell	-3,600	Closed	-$214K	–	198
2023 Q4	$214K	Hold	3,600	–	–	0.15%	89
2023 Q3	$192K	Sell	3,600 -392	-10%	-$21.8K	0.15%	90
2023 Q2	$220K	Buy	3,992 +64	+2%	+$3.36K	0.17%	84
2023 Q1	$202K	Sell	3,928 -323	-8%	-$16.2K	0.16%	88
2022 Q4	$205K	Hold	4,251	–	–	0.18%	85
2022 Q3	$188K	Hold	4,251	–	–	0.18%	82
2022 Q2	$197K	Hold	4,251	–	–	0.18%	86
2022 Q1	$239K	Sell	4,251 -63	-1%	-$3.51K	0.19%	82
2021 Q4	$260K	Buy	+4,314	New	+$252K	0.21%	75

Other funds holding ACLC

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Aspire Wealth Management's ACLC Position: Q3 2024 in Review

Aspire Wealth Management opened a new position in American Century Large Cap Equity ETF (ACLC) in Q3 2024: 736 shares worth $51.7K. The stake represents 0.03% of the portfolio and ranks #141 among its holdings. This is a return to the name: Aspire Wealth Management previously reported a position in ACLC as recently as Q4 2023.

Aspire Wealth Management first reported a position in ACLC in Q4 2021 and has held it in 10 quarters since. The position peaked at $260K in Q4 2021. 20 funds tracked by Wall St. Rank hold ACLC as of Q3 2024.

Aspire Wealth Management held 736 shares of American Century Large Cap Equity ETF worth $51.7K as of Q3 2024.
American Century Large Cap Equity ETF was a new Aspire Wealth Management position in Q3 2024.
American Century Large Cap Equity ETF made up 0.03% of Aspire Wealth Management's portfolio in Q3 2024, its #141 holding.
Aspire Wealth Management first reported a position in American Century Large Cap Equity ETF in Q4 2021 and has held it in 10 quarters since.
Aspire Wealth Management's American Century Large Cap Equity ETF position peaked at $260K in Q4 2021.
20 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.