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Legacy CG’s American Century Multisector Income ETF MUSI Stock Holding History

Legacy CG’s Portfolio MUSI Stock Details MUSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,380
Closed -$275K – 60
2024
Q2 		$275K Sell
6,380
-401,240
-98% -$17.2M 0.09% 51
2024
Q1 		$17.7M Buy
407,620
+41,305
+11% +$1.79M 6.42% 2
2023
Q4 		$16M Buy
+366,315
New +$15.4M 6.06% 3

Other funds holding MUSI

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy CG's MUSI Position: Q3 2024 in Review

Legacy CG sold out of American Century Multisector Income ETF (MUSI) in Q3 2024, closing a stake of 6,380 shares — an estimated $275K sold.

Legacy CG first reported a position in MUSI in Q4 2023 and held it in 3 quarters. The position peaked at $17.7M in Q1 2024. 30 funds tracked by Wall St. Rank hold MUSI as of Q3 2024.

  • Legacy CG reported no remaining American Century Multisector Income ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy CG sold 6,380 American Century Multisector Income ETF shares in Q3 2024, an estimated $275K.
  • Legacy CG first reported a position in American Century Multisector Income ETF in Q4 2023 and held it in 3 quarters.
  • Legacy CG's American Century Multisector Income ETF position peaked at $17.7M in Q1 2024.
  • 30 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q3 2024.

Based on Legacy CG's 13F filing for Q3 2024, filed 30 Oct 2024.