KPWS
ACGR

Kestra Private Wealth Services’s American Century Large Cap Growth ETF ACGR Stock Holding History

Kestra Private Wealth Services’s Portfolio ACGR Stock Details ACGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,501
Closed -$574K – 1479
2024
Q2 		$574K Sell
10,501
-6,681
-39% -$343K 0.01% 778
2024
Q1 		$877K Buy
17,182
+7,188
+72% +$351K 0.02% 593
2023
Q4 		$457K Buy
+9,994
New +$427K 0.01% 763

Other funds holding ACGR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMP
Coston McIsaac & Partners Bar Harbor, Maine $443M AUM 6.68% 1-Year Est. Return

Kestra Private Wealth Services's ACGR Position: Q3 2024 in Review

Kestra Private Wealth Services sold out of American Century Large Cap Growth ETF (ACGR) in Q3 2024, closing a stake of 10,501 shares — an estimated $574K sold.

Kestra Private Wealth Services first reported a position in ACGR in Q4 2023 and held it in 3 quarters. The position peaked at $877K in Q1 2024. 7 funds tracked by Wall St. Rank hold ACGR as of Q3 2024.

  • Kestra Private Wealth Services reported no remaining American Century Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,501 American Century Large Cap Growth ETF shares in Q3 2024, an estimated $574K.
  • Kestra Private Wealth Services first reported a position in American Century Large Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's American Century Large Cap Growth ETF position peaked at $877K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held American Century Large Cap Growth ETF as of Q3 2024.

Based on Kestra Private Wealth Services's 13F filing for Q3 2024, filed 13 Nov 2024.