AWS
QPFF

Atria Wealth Solutions’s American Century Quality Preferred ETF QPFF Stock Holding History

Atria Wealth Solutions’s Portfolio QPFF Stock Details QPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,624
Closed -$305K – 1808
2025
Q1 		$305K Sell
8,624
-918
-10% -$33.2K ﹤0.01% 1451
2024
Q4 		$343K Buy
9,542
+272
+3% +$10.2K ﹤0.01% 1461
2024
Q3 		$353K Buy
+9,270
New +$343K ﹤0.01% 1413

Other funds holding QPFF

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LAM
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PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $97M AUM 15.73% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return