IA
ACLC

IFP Advisors’s American Century Large Cap Equity ETF ACLC Stock Holding History

IFP Advisors’s Portfolio ACLC Stock Details ACLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,206
Closed -$64.2K – 3383
2023
Q3 		$64.2K Buy
+1,206
New +$67K ﹤0.01% 1456

Other funds holding ACLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
AWM
Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CT
Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

IFP Advisors's ACLC Position: Q4 2023 in Review

IFP Advisors sold out of American Century Large Cap Equity ETF (ACLC) in Q4 2023, closing a stake of 1,206 shares — an estimated $64.2K sold.

IFP Advisors first reported a position in ACLC in Q3 2023 and held it in 1 quarter. The position peaked at $64.2K in Q3 2023. 15 funds tracked by Wall St. Rank hold ACLC as of Q4 2023.

  • IFP Advisors reported no remaining American Century Large Cap Equity ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 1,206 American Century Large Cap Equity ETF shares in Q4 2023, an estimated $64.2K.
  • IFP Advisors first reported a position in American Century Large Cap Equity ETF in Q3 2023 and held it in 1 quarter.
  • IFP Advisors's American Century Large Cap Equity ETF position peaked at $64.2K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.