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Herold Advisors’s American Century US Quality Growth ETF QGRO Stock Holding History

Herold Advisors’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
2022
Q3 		– Sell
-4,085
Closed -$227K – 194
2022
Q2 		$227K Hold
4,085
– – 0.1% 182
2022
Q1 		$278K Hold
4,085
– – 0.1% 169
2021
Q4 		$313K Sell
4,085
-60
-1% -$4.52K 0.12% 160
2021
Q3 		$294K Buy
+4,145
New +$303K 0.11% 160

Other funds holding QGRO

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Herold Advisors's QGRO Position: Q3 2022 in Review

Herold Advisors sold out of American Century US Quality Growth ETF (QGRO) in Q3 2022, closing a stake of 4,085 shares — an estimated $227K sold.

Herold Advisors first reported a position in QGRO in Q3 2021 and held it in 4 quarters. The position peaked at $313K in Q4 2021. 39 funds tracked by Wall St. Rank hold QGRO as of Q3 2022.

  • Herold Advisors reported no remaining American Century US Quality Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Herold Advisors sold 4,085 American Century US Quality Growth ETF shares in Q3 2022, an estimated $227K.
  • Herold Advisors first reported a position in American Century US Quality Growth ETF in Q3 2021 and held it in 4 quarters.
  • Herold Advisors's American Century US Quality Growth ETF position peaked at $313K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q3 2022.

Based on Herold Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.