MWM
ACLC

Merriman Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History

Merriman Wealth Management’s Portfolio ACLC Stock Details ACLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$18.4M Buy
261,334
+9,979
+4% +$713K 0.77% 24
2024
Q3 		$17.7M Buy
251,355
+11,379
+5% +$775K 0.72% 22
2024
Q2 		$16.2M Buy
239,976
+12,077
+5% +$788K 0.71% 22
2024
Q1 		$15M Buy
227,899
+8,075
+4% +$505K 0.67% 22
2023
Q4 		$13M Buy
219,824
+13,852
+7% +$769K 0.64% 24
2023
Q3 		$11M Buy
+205,972
New +$11.4M 0.57% 26
2022
Q1 		– Sell
-83,646
Closed -$5.05M – 240
2021
Q4 		$5.05M Buy
+83,646
New +$4.89M 0.37% 41
2021
Q2 		– Sell
-24,789
Closed -$1.23M – 222
2021
Q1 		$1.23M Buy
+24,789
New +$1.2M 0.14% 87

Other funds holding ACLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $305M AUM 29.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return