GVAG
QPFF

Great Valley Advisor Group’s American Century Quality Preferred ETF QPFF Stock Holding History

Great Valley Advisor Group’s Portfolio QPFF Stock Details QPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-77,026
Closed -$2.73M – 932
2025
Q1 		$2.73M Buy
77,026
+8,686
+13% +$314K 0.06% 260
2024
Q4 		$2.46M Buy
68,340
+1,515
+2% +$56.7K 0.06% 285
2024
Q3 		$2.55M Buy
66,825
+2,155
+3% +$79.8K 0.06% 276
2024
Q2 		$2.36M Buy
+64,670
New +$2.34M 0.07% 265

Other funds holding QPFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Great Valley Advisor Group's QPFF Position: Q2 2025 in Review

Great Valley Advisor Group sold out of American Century Quality Preferred ETF (QPFF) in Q2 2025, closing a stake of 77,026 shares — an estimated $2.73M sold.

Great Valley Advisor Group first reported a position in QPFF in Q2 2024 and held it in 4 quarters. The position peaked at $2.73M in Q1 2025. 36 funds tracked by Wall St. Rank hold QPFF as of Q2 2025.

  • Great Valley Advisor Group reported no remaining American Century Quality Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 77,026 American Century Quality Preferred ETF shares in Q2 2025, an estimated $2.73M.
  • Great Valley Advisor Group first reported a position in American Century Quality Preferred ETF in Q2 2024 and held it in 4 quarters.
  • Great Valley Advisor Group's American Century Quality Preferred ETF position peaked at $2.73M in Q1 2025.
  • 36 funds tracked by Wall St. Rank held American Century Quality Preferred ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.