Joseph P. Lucia & Associates’s American Century Large Cap Equity ETF ACLC Stock Holding History

Joseph P. Lucia & Associates’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
2022 Q3	–	Sell	-1,484	Closed	-$69K	–	458
2022 Q2	$69K	Hold	1,484	–	–	0.05%	161
2022 Q1	$83K	Buy	+1,484	New	+$82.7K	0.05%	162
2021 Q4	–	Sell	-1,484	Closed	-$81K	–	572
2021 Q3	$81K	Hold	1,484	–	–	0.05%	185
2021 Q2	$80K	Hold	1,484	–	–	0.05%	188
2021 Q1	$74K	Hold	1,484	–	–	0.03%	179
2020 Q4	$70K	Buy	+1,484	New	+$66.3K	0.05%	167

Other funds holding ACLC

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SAM

Stone Asset Management Austin, Texas $62.6M AUM 8.13% 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

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joseph P. Lucia & Associates's ACLC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of American Century Large Cap Equity ETF (ACLC) in Q3 2022, closing a stake of 1,484 shares — an estimated $69K sold.

Joseph P. Lucia & Associates first reported a position in ACLC in Q4 2020 and held it in 6 quarters. The position peaked at $83K in Q1 2022. 15 funds tracked by Wall St. Rank hold ACLC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining American Century Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 1,484 American Century Large Cap Equity ETF shares in Q3 2022, an estimated $69K.
Joseph P. Lucia & Associates first reported a position in American Century Large Cap Equity ETF in Q4 2020 and held it in 6 quarters.
Joseph P. Lucia & Associates's American Century Large Cap Equity ETF position peaked at $83K in Q1 2022.
15 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.