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Ledge Wealth Management’s American Century US Quality Growth ETF QGRO Stock Holding History

Ledge Wealth Management’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
2023
Q4 		$10.7M Buy
+140,306
New +$9.87M 4.15% 7

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ledge Wealth Management's QGRO Position: Q4 2023 in Review

Ledge Wealth Management opened a new position in American Century US Quality Growth ETF (QGRO) in Q4 2023: 140,306 shares worth $10.7M. The stake represents 4.15% of the portfolio and ranks #7 among its holdings.

81 funds tracked by Wall St. Rank hold QGRO as of Q4 2023.

  • Ledge Wealth Management held 140,306 shares of American Century US Quality Growth ETF worth $10.7M as of Q4 2023.
  • American Century US Quality Growth ETF was a new Ledge Wealth Management position in Q4 2023.
  • American Century US Quality Growth ETF made up 4.15% of Ledge Wealth Management's portfolio in Q4 2023, its #7 holding.
  • 81 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.