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Carolinas Wealth Consulting’s American Century US Quality Value ETF VALQ Stock Holding History

Carolinas Wealth Consulting’s Portfolio VALQ Stock Details VALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-671
Closed -$40.8K – 898
2025
Q1 		$40.8K Buy
+671
New +$41.8K 0.01% 376

Other funds holding VALQ

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carolinas Wealth Consulting's VALQ Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of American Century US Quality Value ETF (VALQ) in Q2 2025, closing a stake of 671 shares — an estimated $40.8K sold.

Carolinas Wealth Consulting first reported a position in VALQ in Q1 2025 and held it in 1 quarter. The position peaked at $40.8K in Q1 2025. 32 funds tracked by Wall St. Rank hold VALQ as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining American Century US Quality Value ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 671 American Century US Quality Value ETF shares in Q2 2025, an estimated $40.8K.
  • Carolinas Wealth Consulting first reported a position in American Century US Quality Value ETF in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's American Century US Quality Value ETF position peaked at $40.8K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held American Century US Quality Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.