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Maia Wealth’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

Maia Wealth’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,595
Closed -$453K – 328
2025
Q1 		$453K Buy
+6,595
New +$668K 0.1% 179

Other funds holding FDG

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $235M AUM 17.84% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Maia Wealth's FDG Position: Q2 2025 in Review

Maia Wealth sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2025, closing a stake of 6,595 shares — an estimated $453K sold.

Maia Wealth first reported a position in FDG in Q1 2025 and held it in 1 quarter. The position peaked at $453K in Q1 2025. 57 funds tracked by Wall St. Rank hold FDG as of Q2 2025.

  • Maia Wealth reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Maia Wealth sold 6,595 American Century Focused Dynamic Growth ETF shares in Q2 2025, an estimated $453K.
  • Maia Wealth first reported a position in American Century Focused Dynamic Growth ETF in Q1 2025 and held it in 1 quarter.
  • Maia Wealth's American Century Focused Dynamic Growth ETF position peaked at $453K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2025.

Based on Maia Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.