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Legacy Wealth Partners (Colorado)’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$324K Buy
3,989
+331
+9% +$26.4K 0.07% 142
2026
Q1 		$281K Buy
3,658
+173
+5% +$13.6K 0.07% 155
2025
Q4 		$264K Buy
+3,485
New +$259K 0.07% 150

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s FLV Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its American Century Focused Large Cap Value ETF (FLV) stake by 9% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,989 shares worth $324K. The position accounts for 0.07% of the portfolio, ranked #142.

Legacy Wealth Partners (Colorado) first reported a position in FLV in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold FLV as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 3,989 shares of American Century Focused Large Cap Value ETF worth $324K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 331 American Century Focused Large Cap Value ETF shares in Q2 2026, an estimated $26.4K.
  • American Century Focused Large Cap Value ETF made up 0.07% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #142 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in American Century Focused Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.