Core Wealth Advisors (Florida)’s American Century Multisector Income ETF MUSI Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q3	–	Sell	-51,443	Closed	-$2.26M	–	229
2022 Q2	$2.26M	Buy	+51,443	New	+$2.33M	1.39%	13

Other funds holding MUSI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Core Wealth Advisors (Florida)'s MUSI Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of American Century Multisector Income ETF (MUSI) in Q3 2022, closing a stake of 51,443 shares — an estimated $2.26M sold.

Core Wealth Advisors (Florida) first reported a position in MUSI in Q2 2022 and held it in 1 quarter. The position peaked at $2.26M in Q2 2022. 10 funds tracked by Wall St. Rank hold MUSI as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining American Century Multisector Income ETF position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 51,443 American Century Multisector Income ETF shares in Q3 2022, an estimated $2.26M.
Core Wealth Advisors (Florida) first reported a position in American Century Multisector Income ETF in Q2 2022 and held it in 1 quarter.
Core Wealth Advisors (Florida)'s American Century Multisector Income ETF position peaked at $2.26M in Q2 2022.
10 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.