Joseph P. Lucia & Associates’s American Century US Quality Growth ETF QGRO Stock Holding History

Joseph P. Lucia & Associates’s Portfolio QGRO Stock Details QGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-249	Closed	-$15K	–	607
2020 Q4	$15K	Buy	+249	New	+$14.4K	0.01%	299
2020 Q3	–	Sell	-208	Closed	-$10K	–	372
2020 Q2	$10K	Hold	208	–	–	0.01%	314
2020 Q1	$8K	Hold	208	–	–	0.01%	307
2019 Q4	$9K	Buy	+208	New	+$8.94K	0.01%	319

Other funds holding QGRO

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Joseph P. Lucia & Associates's QGRO Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of American Century US Quality Growth ETF (QGRO) in Q1 2021, closing a stake of 249 shares — an estimated $15K sold.

Joseph P. Lucia & Associates first reported a position in QGRO in Q4 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2020. 30 funds tracked by Wall St. Rank hold QGRO as of Q1 2021.

Joseph P. Lucia & Associates reported no remaining American Century US Quality Growth ETF position as of Q1 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 249 American Century US Quality Growth ETF shares in Q1 2021, an estimated $15K.
Joseph P. Lucia & Associates first reported a position in American Century US Quality Growth ETF in Q4 2019 and held it in 4 quarters.
Joseph P. Lucia & Associates's American Century US Quality Growth ETF position peaked at $15K in Q4 2020.
30 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.