Aveo Capital Partners’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Aveo Capital Partners’s Portfolio FLV Stock Details FLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,471	Closed	-$232K	–	229
2024 Q4	$232K	Buy	3,471 +5	+0.1%	+$348	0.03%	319
2024 Q3	$242K	Buy	3,466 +206	+6%	+$13.8K	0.03%	306
2024 Q2	$204K	Buy	3,260 +4	+0.1%	+$255	0.02%	311
2024 Q1	$207K	Buy	+3,256	New	+$204K	0.02%	353
2023 Q2	–	Sell	-3,694	Closed	-$214K	–	344
2023 Q1	$214K	Hold	3,694	–	–	0.03%	314
2022 Q4	$217K	Buy	+3,694	New	+$215K	0.03%	303
2022 Q2	–	Sell	-3,700	Closed	-$228K	–	277
2022 Q1	$228K	Buy	+3,700	New	+$225K	0.04%	253

Other funds holding FLV

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

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

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Aveo Capital Partners's FLV Position: Q1 2025 in Review

Aveo Capital Partners sold out of American Century Focused Large Cap Value ETF (FLV) in Q1 2025, closing a stake of 3,471 shares — an estimated $232K sold.

Aveo Capital Partners first reported a position in FLV in Q1 2022 and held it in 7 quarters. The position peaked at $242K in Q3 2024. 35 funds tracked by Wall St. Rank hold FLV as of Q1 2025.

Aveo Capital Partners reported no remaining American Century Focused Large Cap Value ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 3,471 American Century Focused Large Cap Value ETF shares in Q1 2025, an estimated $232K.
Aveo Capital Partners first reported a position in American Century Focused Large Cap Value ETF in Q1 2022 and held it in 7 quarters.
Aveo Capital Partners's American Century Focused Large Cap Value ETF position peaked at $242K in Q3 2024.
35 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.