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Carroll Financial Associates’s American Century US Quality Growth ETF QGRO Stock Holding History

Carroll Financial Associates’s Portfolio QGRO Stock Details QGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-797
Closed -$51K – 1822
2021
Q1 		$51K Buy
+797
New +$50.7K ﹤0.01% 764

Other funds holding QGRO

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
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Carroll Financial Associates's QGRO Position: Q2 2021 in Review

Carroll Financial Associates sold out of American Century US Quality Growth ETF (QGRO) in Q2 2021, closing a stake of 797 shares — an estimated $51K sold.

Carroll Financial Associates first reported a position in QGRO in Q1 2021 and held it in 1 quarter. The position peaked at $51K in Q1 2021. 27 funds tracked by Wall St. Rank hold QGRO as of Q2 2021.

  • Carroll Financial Associates reported no remaining American Century US Quality Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 797 American Century US Quality Growth ETF shares in Q2 2021, an estimated $51K.
  • Carroll Financial Associates first reported a position in American Century US Quality Growth ETF in Q1 2021 and held it in 1 quarter.
  • Carroll Financial Associates's American Century US Quality Growth ETF position peaked at $51K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.