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Fulcrum Equity Management’s American Century US Quality Growth ETF QGRO Stock Holding History

Fulcrum Equity Management’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
2024
Q2 		– Sell
-11,820
Closed -$1M – 148
2024
Q1 		$1M Buy
+11,820
New +$953K 1.18% 29

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fulcrum Equity Management's QGRO Position: Q2 2024 in Review

Fulcrum Equity Management sold out of American Century US Quality Growth ETF (QGRO) in Q2 2024, closing a stake of 11,820 shares — an estimated $1M sold.

Fulcrum Equity Management first reported a position in QGRO in Q1 2024 and held it in 1 quarter. The position peaked at $1M in Q1 2024. 102 funds tracked by Wall St. Rank hold QGRO as of Q2 2024.

  • Fulcrum Equity Management reported no remaining American Century US Quality Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,820 American Century US Quality Growth ETF shares in Q2 2024, an estimated $1M.
  • Fulcrum Equity Management first reported a position in American Century US Quality Growth ETF in Q1 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's American Century US Quality Growth ETF position peaked at $1M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.