MWM
ACLC

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

Mission 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
Q2 		– Sell
-8,370
Closed -$551K – 742
2024
Q1 		$551K Buy
+8,370
New +$523K 0.01% 411

Other funds holding ACLC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
NHT
New Hampshire Trust Concord, New Hampshire $496M AUM 22.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mission Wealth Management's ACLC Position: Q2 2024 in Review

Mission Wealth Management sold out of American Century Large Cap Equity ETF (ACLC) in Q2 2024, closing a stake of 8,370 shares — an estimated $551K sold.

Mission Wealth Management first reported a position in ACLC in Q1 2024 and held it in 1 quarter. The position peaked at $551K in Q1 2024. 16 funds tracked by Wall St. Rank hold ACLC as of Q2 2024.

  • Mission Wealth Management reported no remaining American Century Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 8,370 American Century Large Cap Equity ETF shares in Q2 2024, an estimated $551K.
  • Mission Wealth Management first reported a position in American Century Large Cap Equity ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's American Century Large Cap Equity ETF position peaked at $551K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.