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Kingswood Wealth Advisors’s American Century US Quality Value ETF VALQ Stock Holding History

Kingswood Wealth Advisors’s Portfolio VALQ Stock Details VALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,843
Closed -$224K – 711
2024
Q1 		$224K Buy
+3,843
New +$213K 0.03% 555

Other funds holding VALQ

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Kingswood Wealth Advisors's VALQ Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of American Century US Quality Value ETF (VALQ) in Q2 2024, closing a stake of 3,843 shares — an estimated $224K sold.

Kingswood Wealth Advisors first reported a position in VALQ in Q1 2024 and held it in 1 quarter. The position peaked at $224K in Q1 2024. 25 funds tracked by Wall St. Rank hold VALQ as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining American Century US Quality Value ETF position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,843 American Century US Quality Value ETF shares in Q2 2024, an estimated $224K.
  • Kingswood Wealth Advisors first reported a position in American Century US Quality Value ETF in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's American Century US Quality Value ETF position peaked at $224K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held American Century US Quality Value ETF as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.