Householder Group Estate & Retirement Specialist’s American Century Quality Preferred ETF QPFF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-49,164	Closed	-$1.87M	–	1029
2024 Q3	$1.87M	Buy	49,164 +2,736	+6%	+$101K	0.55%	35
2024 Q2	$1.69M	Buy	46,428 +10,711	+30%	+$388K	0.48%	41
2024 Q1	$1.33M	Buy	35,717 +3,364	+10%	+$124K	0.39%	51
2023 Q4	$1.16M	Buy	32,353 +2,690	+9%	+$92.8K	0.38%	54
2023 Q3	$1.04M	Buy	+29,663	New	+$1.04M	0.37%	60

Other funds holding QPFF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LAM

L2 Asset Management Wayland, Massachusetts $963M AUM 38.06% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $471M AUM 22.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's QPFF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of American Century Quality Preferred ETF (QPFF) in Q4 2024, closing a stake of 49,164 shares — an estimated $1.87M sold.

Householder Group Estate & Retirement Specialist first reported a position in QPFF in Q3 2023 and held it in 5 quarters. The position peaked at $1.87M in Q3 2024. 38 funds tracked by Wall St. Rank hold QPFF as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining American Century Quality Preferred ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 49,164 American Century Quality Preferred ETF shares in Q4 2024, an estimated $1.87M.
Householder Group Estate & Retirement Specialist first reported a position in American Century Quality Preferred ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's American Century Quality Preferred ETF position peaked at $1.87M in Q3 2024.
38 funds tracked by Wall St. Rank held American Century Quality Preferred ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.