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Heck Capital Advisors’s American Century Ultrashort Income ETF FUSI Stock Holding History

Heck Capital Advisors’s Portfolio FUSI Stock Details FUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-39,486
Closed -$2M – 201
2023
Q4 		$2M Sell
39,486
-560
-1% -$28.3K 0.33% 55
2023
Q3 		$2.03M Buy
40,046
+1,336
+3% +$67.7K 0.38% 58
2023
Q2 		$1.96M Buy
+38,710
New +$1.95M 0.34% 59

Other funds holding FUSI

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heck Capital Advisors's FUSI Position: Q1 2024 in Review

Heck Capital Advisors sold out of American Century Ultrashort Income ETF (FUSI) in Q1 2024, closing a stake of 39,486 shares — an estimated $2M sold.

Heck Capital Advisors first reported a position in FUSI in Q2 2023 and held it in 3 quarters. The position peaked at $2.03M in Q3 2023. 7 funds tracked by Wall St. Rank hold FUSI as of Q1 2024.

  • Heck Capital Advisors reported no remaining American Century Ultrashort Income ETF position as of Q1 2024 after selling out during the quarter.
  • Heck Capital Advisors sold 39,486 American Century Ultrashort Income ETF shares in Q1 2024, an estimated $2M.
  • Heck Capital Advisors first reported a position in American Century Ultrashort Income ETF in Q2 2023 and held it in 3 quarters.
  • Heck Capital Advisors's American Century Ultrashort Income ETF position peaked at $2.03M in Q3 2023.
  • 7 funds tracked by Wall St. Rank held American Century Ultrashort Income ETF as of Q1 2024.

Based on Heck Capital Advisors's 13F filing for Q1 2024, filed 19 May 2025.