LPL Financial’s American Century Multisector Income ETF MUSI Stock Holding History

LPL Financial’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
2026 Q1	$9.33M	Buy	213,360 +23,476	+12%	+$1.04M	﹤0.01%	2051
2025 Q4	$8.39M	Buy	189,884 +22,225	+13%	+$984K	﹤0.01%	2081
2025 Q3	$7.45M	Buy	167,659 +36,913	+28%	+$1.63M	﹤0.01%	2150
2025 Q2	$5.76M	Buy	130,746 +18,069	+16%	+$783K	﹤0.01%	2197
2025 Q1	$4.93M	Buy	112,677 +16,850	+18%	+$735K	﹤0.01%	2157
2024 Q4	$4.14M	Buy	95,827 +11,681	+14%	+$511K	﹤0.01%	2230
2024 Q3	$3.76M	Buy	84,146 +6,176	+8%	+$272K	﹤0.01%	2209
2024 Q2	$3.36M	Sell	77,970 -13,416	-15%	-$575K	﹤0.01%	2169
2024 Q1	$3.97M	Buy	91,386 +17,448	+24%	+$756K	﹤0.01%	1956
2023 Q4	$3.22M	Sell	73,938 -90,673	-55%	-$3.82M	﹤0.01%	2026
2023 Q3	$6.88M	Buy	164,611 +969	+0.6%	+$41.1K	﹤0.01%	1407
2023 Q2	$7.01M	Buy	163,642 +149	+0.1%	+$6.45K	0.01%	1376
2023 Q1	$7.14M	Sell	163,493 -825	-0.5%	-$35.8K	0.01%	1289
2022 Q4	$7.03M	Buy	164,318 +126,722	+337%	+$5.4M	0.01%	1243
2022 Q3	$1.59M	Sell	37,596 -6,639	-15%	-$292K	﹤0.01%	2159
2022 Q2	$1.94M	Buy	+44,235	New	+$2M	﹤0.01%	2056

Other funds holding MUSI

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $316M AUM

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

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

LPL Financial's MUSI Position: Q1 2026 in Review

LPL Financial increased its American Century Multisector Income ETF (MUSI) stake by 12% in Q1 2026, buying an estimated $1.04M and bringing the position to 213,360 shares worth $9.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

LPL Financial first reported a position in MUSI in Q2 2022 and has held it in 16 quarters since. 31 funds tracked by Wall St. Rank hold MUSI as of Q1 2026.

LPL Financial held 213,360 shares of American Century Multisector Income ETF worth $9.33M as of Q1 2026.
LPL Financial bought 23,476 American Century Multisector Income ETF shares in Q1 2026, an estimated $1.04M.
American Century Multisector Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2051 holding.
LPL Financial first reported a position in American Century Multisector Income ETF in Q2 2022 and has held it in 16 quarters since.
31 funds tracked by Wall St. Rank held American Century Multisector Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.