JWCA
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J.W. Cole Advisors’s American Century Mid Cap Growth Impact ETF MID Stock Holding History

J.W. Cole Advisors’s Portfolio MID Stock Details MID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,377
Closed -$253K – 925
2024
Q1 		$253K Buy
4,377
+22
+0.5% +$1.17K 0.01% 754
2023
Q4 		$220K Buy
+4,355
New +$199K 0.01% 734

Other funds holding MID

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PPG
Peak Planning Group Centennial, Colorado $443M AUM 37.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Addison Advisors Middlebury, Vermont $212M AUM 18.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

J.W. Cole Advisors's MID Position: Q2 2024 in Review

J.W. Cole Advisors sold out of American Century Mid Cap Growth Impact ETF (MID) in Q2 2024, closing a stake of 4,377 shares — an estimated $253K sold.

J.W. Cole Advisors first reported a position in MID in Q4 2023 and held it in 2 quarters. The position peaked at $253K in Q1 2024. 11 funds tracked by Wall St. Rank hold MID as of Q2 2024.

  • J.W. Cole Advisors reported no remaining American Century Mid Cap Growth Impact ETF position as of Q2 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,377 American Century Mid Cap Growth Impact ETF shares in Q2 2024, an estimated $253K.
  • J.W. Cole Advisors first reported a position in American Century Mid Cap Growth Impact ETF in Q4 2023 and held it in 2 quarters.
  • J.W. Cole Advisors's American Century Mid Cap Growth Impact ETF position peaked at $253K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held American Century Mid Cap Growth Impact ETF as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.