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Broadway Wealth Solutions’s American Century Multisector Income ETF MUSI Stock Holding History

Broadway Wealth Solutions’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
Q1 		– Sell
-6,823
Closed -$295K – 93
2024
Q4 		$295K Buy
+6,823
New +$299K 0.22% 61

Other funds holding MUSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $1.2B AUM 13.18% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return

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

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

Broadway Wealth Solutions first reported a position in MUSI 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 MUSI as of Q1 2025.

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

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