Caldwell Trust’s American Century Large Cap Equity ETF ACLC Stock Holding History
Bought
Maintained
Sold
Other funds holding ACLC
S
MT
SW
Caldwell Trust's ACLC Position: Q1 2026 in Review
Caldwell Trust held its American Century Large Cap Equity ETF (ACLC) position steady in Q1 2026 at 974 shares worth $71.8K. The position accounts for 0.01% of the portfolio, ranked #448.
Caldwell Trust first reported a position in ACLC in Q2 2021 and has held it in 20 quarters since. The position peaked at $76.3K in Q4 2025. 23 funds tracked by Wall St. Rank hold ACLC as of Q1 2026.
- Caldwell Trust held 974 shares of American Century Large Cap Equity ETF worth $71.8K as of Q1 2026.
- Caldwell Trust left its American Century Large Cap Equity ETF share count unchanged in Q1 2026.
- American Century Large Cap Equity ETF made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #448 holding.
- Caldwell Trust first reported a position in American Century Large Cap Equity ETF in Q2 2021 and has held it in 20 quarters since.
- Caldwell Trust's American Century Large Cap Equity ETF position peaked at $76.3K in Q4 2025.
- 23 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q1 2026.
Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.