ICA Group Wealth Management’s American Century Multisector Income ETF MUSI Stock Holding History

ICA Group Wealth Management’s Portfolio MUSI Stock Details MUSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-51	Closed	-$2.21K	–	1113
2024 Q1	$2.21K	Hold	51	–	–	﹤0.01%	1166
2023 Q4	$2.22K	Buy	+51	New	+$2.15K	﹤0.01%	1165
2023 Q3	–	Sell	-83	Closed	-$3.55K	–	827
2023 Q2	$3.55K	Buy	83 +39	+89%	+$1.69K	﹤0.01%	1044
2023 Q1	$1.92K	Hold	44	–	–	﹤0.01%	1090
2022 Q4	$1.88K	Buy	+44	New	+$1.88K	﹤0.01%	1115

Other funds holding MUSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ICA Group Wealth Management's MUSI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of American Century Multisector Income ETF (MUSI) in Q2 2024, closing a stake of 51 shares — an estimated $2.21K sold.

ICA Group Wealth Management first reported a position in MUSI in Q4 2022 and held it in 5 quarters. The position peaked at $3.55K in Q2 2023. 27 funds tracked by Wall St. Rank hold MUSI as of Q2 2024.

ICA Group Wealth Management reported no remaining American Century Multisector Income ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 51 American Century Multisector Income ETF shares in Q2 2024, an estimated $2.21K.
ICA Group Wealth Management first reported a position in American Century Multisector Income ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's American Century Multisector Income ETF position peaked at $3.55K in Q2 2023.
27 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.