Independent Financial Group’s American Century Quality Convertible Securities ETF QCON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-4,600
Closed -$219K 1409
2025
Q2
$219K Hold
4,600
0.01% 1186
2025
Q1
$205K Sell
4,600
-4,398
-49% -$202K 0.01% 1102
2024
Q4
$410K Sell
8,998
-108
-1% -$4.97K 0.01% 771
2024
Q3
$409K Buy
9,106
+310
+4% +$13.4K 0.02% 739
2024
Q2
$374K Buy
8,796
+204
+2% +$8.6K 0.02% 734
2024
Q1
$368K Buy
8,592
+2,682
+45% +$113K 0.02% 698
2023
Q4
$246K Buy
+5,910
New +$235K 0.01% 808

Independent Financial Group's QCON Position: Q3 2025 in Review

Independent Financial Group sold out of American Century Quality Convertible Securities ETF (QCON) in Q3 2025, closing a stake of 4,600 shares — an estimated $219K sold.

Independent Financial Group first reported a position in QCON in Q4 2023 and held it in 7 quarters. The position peaked at $410K in Q4 2024. 0 funds tracked by Wall St. Rank hold QCON as of Q3 2025.

  • Independent Financial Group reported no remaining American Century Quality Convertible Securities ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,600 American Century Quality Convertible Securities ETF shares in Q3 2025, an estimated $219K.
  • Independent Financial Group first reported a position in American Century Quality Convertible Securities ETF in Q4 2023 and held it in 7 quarters.
  • Independent Financial Group's American Century Quality Convertible Securities ETF position peaked at $410K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held American Century Quality Convertible Securities ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.