BWS
ABND

Broadway Wealth Solutions’s American Century Core Plus Income ETF ABND Stock Holding History

Broadway Wealth Solutions’s Portfolio ABND Stock Details ABND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,823
Closed -$295K – 93
2024
Q4 		$295K Buy
+6,823
New +$299K 0.22% 61

Other funds holding ABND

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

Broadway Wealth Solutions's ABND Position: Q1 2025 in Review

Broadway Wealth Solutions sold out of American Century Core Plus Income ETF (ABND) in Q1 2025, closing a stake of 6,823 shares — an estimated $295K sold.

Broadway Wealth Solutions first reported a position in ABND in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 28 funds tracked by Wall St. Rank hold ABND as of Q1 2025.

  • Broadway Wealth Solutions reported no remaining American Century Core Plus Income ETF position as of Q1 2025 after selling out during the quarter.
  • Broadway Wealth Solutions sold 6,823 American Century Core Plus Income ETF shares in Q1 2025, an estimated $295K.
  • Broadway Wealth Solutions first reported a position in American Century Core Plus Income ETF in Q4 2024 and held it in 1 quarter.
  • Broadway Wealth Solutions's American Century Core Plus Income ETF position peaked at $295K in Q4 2024.
  • 28 funds tracked by Wall St. Rank held American Century Core Plus Income ETF as of Q1 2025.

Based on Broadway Wealth Solutions's 13F filing for Q1 2025, filed 14 Apr 2025.