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HUB Investment Partners’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

HUB Investment Partners’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,489
Closed -$362K – 190
2021
Q4 		$362K Buy
4,489
+1,144
+34% +$96.2K 0.08% 137
2021
Q3 		$274K Buy
+3,345
New +$280K 0.07% 177

Other funds holding FDG

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWM
Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

HUB Investment Partners's FDG Position: Q1 2022 in Review

HUB Investment Partners sold out of American Century Focused Dynamic Growth ETF (FDG) in Q1 2022, closing a stake of 4,489 shares — an estimated $362K sold.

HUB Investment Partners first reported a position in FDG in Q3 2021 and held it in 2 quarters. The position peaked at $362K in Q4 2021. 33 funds tracked by Wall St. Rank hold FDG as of Q1 2022.

  • HUB Investment Partners reported no remaining American Century Focused Dynamic Growth ETF position as of Q1 2022 after selling out during the quarter.
  • HUB Investment Partners sold 4,489 American Century Focused Dynamic Growth ETF shares in Q1 2022, an estimated $362K.
  • HUB Investment Partners first reported a position in American Century Focused Dynamic Growth ETF in Q3 2021 and held it in 2 quarters.
  • HUB Investment Partners's American Century Focused Dynamic Growth ETF position peaked at $362K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q1 2022.

Based on HUB Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.