Levy Wealth Management Group’s American Century Multisector Income ETF MUSI Stock Holding History

Levy Wealth Management Group’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
2023 Q4	–	Sell	-5,673	Closed	-$237K	–	107
2023 Q3	$237K	Sell	5,673 -3,409	-38%	-$145K	0.07%	98
2023 Q2	$389K	Hold	9,082	–	–	0.12%	68
2023 Q1	$397K	Sell	9,082 -804	-8%	-$34.9K	0.12%	65
2022 Q4	$423K	Buy	+9,886	New	+$421K	0.14%	56

Other funds holding MUSI

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

Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

LWM

Ledge Wealth Management Sartell, Minnesota $257M AUM 13.95% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Levy Wealth Management Group's MUSI Position: Q4 2023 in Review

Levy Wealth Management Group sold out of American Century Multisector Income ETF (MUSI) in Q4 2023, closing a stake of 5,673 shares — an estimated $237K sold.

Levy Wealth Management Group first reported a position in MUSI in Q4 2022 and held it in 4 quarters. The position peaked at $423K in Q4 2022. 26 funds tracked by Wall St. Rank hold MUSI as of Q4 2023.

Levy Wealth Management Group reported no remaining American Century Multisector Income ETF position as of Q4 2023 after selling out during the quarter.
Levy Wealth Management Group sold 5,673 American Century Multisector Income ETF shares in Q4 2023, an estimated $237K.
Levy Wealth Management Group first reported a position in American Century Multisector Income ETF in Q4 2022 and held it in 4 quarters.
Levy Wealth Management Group's American Century Multisector Income ETF position peaked at $423K in Q4 2022.
26 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q4 2023.

Based on Levy Wealth Management Group's 13F filing for Q4 2023, filed 23 Jan 2024.