Fiduciary Alliance’s American Century Multisector Income ETF MUSI Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-3	Closed	-$128	–	651
2023 Q2	$128	Buy	+3	New	+$130	﹤0.01%	985
2023 Q1	–	Sell	-28	Closed	-$1.2K	–	587
2022 Q4	$1.2K	Buy	+28	New	+$1.19K	﹤0.01%	753

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

OPS

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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

LWM

Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Slagle Financial Edwardsville, Illinois $303M AUM 23.03% 1-Year Est. Return

Fiduciary Alliance's MUSI Position: Q3 2023 in Review

Fiduciary Alliance sold out of American Century Multisector Income ETF (MUSI) in Q3 2023, closing a stake of 3 shares — an estimated $128 sold.

Fiduciary Alliance first reported a position in MUSI in Q4 2022 and held it in 2 quarters. The position peaked at $1.2K in Q4 2022. 20 funds tracked by Wall St. Rank hold MUSI as of Q3 2023.

Fiduciary Alliance reported no remaining American Century Multisector Income ETF position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 3 American Century Multisector Income ETF shares in Q3 2023, an estimated $128.
Fiduciary Alliance first reported a position in American Century Multisector Income ETF in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's American Century Multisector Income ETF position peaked at $1.2K in Q4 2022.
20 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.