Independent Advisor Alliance’s American Century Quality Preferred ETF QPFF Stock Holding History

Independent Advisor Alliance’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
2025 Q1	–	Sell	-6,059	Closed	-$218K	–	1231
2024 Q4	$218K	Buy	+6,059	New	+$227K	﹤0.01%	1264

Other funds holding QPFF

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

LAM

L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PWM

Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return

Independent Advisor Alliance's QPFF Position: Q1 2025 in Review

Independent Advisor Alliance sold out of American Century Quality Preferred ETF (QPFF) in Q1 2025, closing a stake of 6,059 shares — an estimated $218K sold.

Independent Advisor Alliance first reported a position in QPFF in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 37 funds tracked by Wall St. Rank hold QPFF as of Q1 2025.

Independent Advisor Alliance reported no remaining American Century Quality Preferred ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 6,059 American Century Quality Preferred ETF shares in Q1 2025, an estimated $218K.
Independent Advisor Alliance first reported a position in American Century Quality Preferred ETF in Q4 2024 and held it in 1 quarter.
Independent Advisor Alliance's American Century Quality Preferred ETF position peaked at $218K in Q4 2024.
37 funds tracked by Wall St. Rank held American Century Quality Preferred ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.