MI
QGRO icon

Moneywise Inc’s American Century US Quality Growth ETF QGRO Stock Holding History

Moneywise Inc’s Portfolio QGRO Stock Details QGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.84M Sell
17,492
-2,688
-13% -$298K 0.8% 32
2025
Q4 		$2.31M Sell
20,180
-12,242
-38% -$1.4M 0.96% 27
2025
Q3 		$3.71M Sell
32,422
-2,979
-8% -$330K 1.68% 18
2025
Q2 		$3.86M Sell
35,401
-3,926
-10% -$393K 1.81% 16
2025
Q1 		$3.68M Sell
39,327
-7,570
-16% -$768K 1.95% 13
2024
Q4 		$4.68M Sell
46,897
-22,422
-32% -$2.2M 2.34% 13
2024
Q3 		$6.31M Sell
69,319
-17,034
-20% -$1.48M 3.11% 10
2024
Q2 		$7.42M Sell
86,353
-13,939
-14% -$1.16M 3.93% 7
2024
Q1 		$8.52M Sell
100,292
-17,950
-15% -$1.45M 4.63% 7
2023
Q4 		$9M Buy
118,242
+30,481
+35% +$2.14M 5.17% 7
2023
Q3 		$5.91M Buy
87,761
+50,817
+138% +$3.52M 3.71% 9
2023
Q2 		$2.55M Buy
36,944
+25,086
+212% +$1.63M 1.58% 13
2023
Q1 		$762K Buy
+11,858
New +$731K 0.49% 28

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.12B AUM 22.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return