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Estate Planners Group’s American Century US Quality Growth ETF QGRO Stock Holding History

Estate Planners Group’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
2026
Q1 		– Sell
-100
Closed -$11.5K – 335
2025
Q4 		$11.5K Buy
+100
New +$11.4K 0.01% 267

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Estate Planners Group's QGRO Position: Q1 2026 in Review

Estate Planners Group sold out of American Century US Quality Growth ETF (QGRO) in Q1 2026, closing a stake of 100 shares — an estimated $11.5K sold.

Estate Planners Group first reported a position in QGRO in Q4 2025 and held it in 1 quarter. The position peaked at $11.5K in Q4 2025. 188 funds tracked by Wall St. Rank hold QGRO as of Q1 2026.

  • Estate Planners Group reported no remaining American Century US Quality Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 100 American Century US Quality Growth ETF shares in Q1 2026, an estimated $11.5K.
  • Estate Planners Group first reported a position in American Century US Quality Growth ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's American Century US Quality Growth ETF position peaked at $11.5K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.