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 Q2	$1.95M	Sell	16,553 -939	-5%	-$107K	0.73%	36
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Moneywise Inc's QGRO Position: Q2 2026 in Review

Moneywise Inc reduced its American Century US Quality Growth ETF (QGRO) stake by 5.4% in Q2 2026, selling an estimated $107K and leaving 16,553 shares worth $1.95M. The position accounts for 0.73% of the portfolio, ranked #36.

Moneywise Inc first reported a position in QGRO in Q1 2023 and has held it in 14 quarters since. The position peaked at $9M in Q4 2023. 183 funds tracked by Wall St. Rank hold QGRO as of Q2 2026.

Moneywise Inc held 16,553 shares of American Century US Quality Growth ETF worth $1.95M as of Q2 2026.
Moneywise Inc sold 939 American Century US Quality Growth ETF shares in Q2 2026, an estimated $107K.
American Century US Quality Growth ETF made up 0.73% of Moneywise Inc's portfolio in Q2 2026, its #36 holding.
Moneywise Inc first reported a position in American Century US Quality Growth ETF in Q1 2023 and has held it in 14 quarters since.
Moneywise Inc's American Century US Quality Growth ETF position peaked at $9M in Q4 2023.
183 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.