Elevation Capital Advisory’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Elevation Capital Advisory’s Portfolio FDG Stock Details FDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,330	Closed	-$401K	–	67
2025 Q3	$401K	Sell	3,330 -71,445	-96%	-$8.21M	0.16%	53
2025 Q2	$8.17M	Buy	+74,775	New	+$7.32M	3.27%	12

Other funds holding FDG

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Elevation Capital Advisory's FDG Position: Q4 2025 in Review

Elevation Capital Advisory sold out of American Century Focused Dynamic Growth ETF (FDG) in Q4 2025, closing a stake of 3,330 shares — an estimated $401K sold.

Elevation Capital Advisory first reported a position in FDG in Q2 2025 and held it in 2 quarters. The position peaked at $8.17M in Q2 2025. 60 funds tracked by Wall St. Rank hold FDG as of Q4 2025.

Elevation Capital Advisory reported no remaining American Century Focused Dynamic Growth ETF position as of Q4 2025 after selling out during the quarter.
Elevation Capital Advisory sold 3,330 American Century Focused Dynamic Growth ETF shares in Q4 2025, an estimated $401K.
Elevation Capital Advisory first reported a position in American Century Focused Dynamic Growth ETF in Q2 2025 and held it in 2 quarters.
Elevation Capital Advisory's American Century Focused Dynamic Growth ETF position peaked at $8.17M in Q2 2025.
60 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.