Fortitude Advisory Group’s American Century Large Cap Equity ETF ACLC Stock Holding History

Fortitude Advisory Group’s Portfolio ACLC Stock Details ACLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,805	Closed	-$231K	–	234
2022 Q4	$231K	Hold	4,805	–	–	0.2%	163
2022 Q3	$213K	Hold	4,805	–	–	0.2%	157
2022 Q2	$223K	Hold	4,805	–	–	0.2%	155
2022 Q1	$270K	Hold	4,805	–	–	0.14%	145
2021 Q4	$290K	Buy	+4,805	New	+$281K	0.15%	133

Other funds holding ACLC

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $770M AUM 19.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

NHT

New Hampshire Trust Concord, New Hampshire $496M AUM 22.69% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

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

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Fortitude Advisory Group's ACLC Position: Q1 2023 in Review

Fortitude Advisory Group sold out of American Century Large Cap Equity ETF (ACLC) in Q1 2023, closing a stake of 4,805 shares — an estimated $231K sold.

Fortitude Advisory Group first reported a position in ACLC in Q4 2021 and held it in 5 quarters. The position peaked at $290K in Q4 2021. 13 funds tracked by Wall St. Rank hold ACLC as of Q1 2023.

Fortitude Advisory Group reported no remaining American Century Large Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
Fortitude Advisory Group sold 4,805 American Century Large Cap Equity ETF shares in Q1 2023, an estimated $231K.
Fortitude Advisory Group first reported a position in American Century Large Cap Equity ETF in Q4 2021 and held it in 5 quarters.
Fortitude Advisory Group's American Century Large Cap Equity ETF position peaked at $290K in Q4 2021.
13 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q1 2023.

Based on Fortitude Advisory Group's 13F filing for Q1 2023, filed 5 May 2023.