Fortitude Advisory Group’s American Century Multisector Income ETF MUSI Stock Holding History

Fortitude Advisory Group’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
2024 Q1	–	Sell	-5,789	Closed	-$252K	–	230
2023 Q4	$252K	Hold	5,789	–	–	0.15%	155
2023 Q3	$242K	Hold	5,789	–	–	0.16%	147
2023 Q2	$248K	Buy	5,789 +956	+20%	+$41.4K	0.18%	149
2023 Q1	$211K	Hold	4,833	–	–	0.16%	180
2022 Q4	$207K	Hold	4,833	–	–	0.18%	180
2022 Q3	$205K	Hold	4,833	–	–	0.19%	167
2022 Q2	$212K	Hold	4,833	–	–	0.19%	164
2022 Q1	$225K	Hold	4,833	–	–	0.12%	185
2021 Q4	$240K	Buy	+4,833	New	+$240K	0.12%	168

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

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fortitude Advisory Group's MUSI Position: Q1 2024 in Review

Fortitude Advisory Group sold out of American Century Multisector Income ETF (MUSI) in Q1 2024, closing a stake of 5,789 shares — an estimated $252K sold.

Fortitude Advisory Group first reported a position in MUSI in Q4 2021 and held it in 9 quarters. The position peaked at $252K in Q4 2023. 21 funds tracked by Wall St. Rank hold MUSI as of Q1 2024.

Fortitude Advisory Group reported no remaining American Century Multisector Income ETF position as of Q1 2024 after selling out during the quarter.
Fortitude Advisory Group sold 5,789 American Century Multisector Income ETF shares in Q1 2024, an estimated $252K.
Fortitude Advisory Group first reported a position in American Century Multisector Income ETF in Q4 2021 and held it in 9 quarters.
Fortitude Advisory Group's American Century Multisector Income ETF position peaked at $252K in Q4 2023.
21 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.