National Wealth Management Group’s American Century Quality Convertible Securities ETF QCON Stock Holding History

National Wealth Management Group’s Portfolio QCON Stock Details QCON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-21,701	Closed	-$1.06M	–	125
2021 Q4	$1.06M	Buy	+21,701	New	+$1.05M	0.99%	27

Other funds holding QCON

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Wealth Management Group's QCON Position: Q1 2022 in Review

National Wealth Management Group sold out of American Century Quality Convertible Securities ETF (QCON) in Q1 2022, closing a stake of 21,701 shares — an estimated $1.06M sold.

National Wealth Management Group first reported a position in QCON in Q4 2021 and held it in 1 quarter. The position peaked at $1.06M in Q4 2021. 3 funds tracked by Wall St. Rank hold QCON as of Q1 2022.

National Wealth Management Group reported no remaining American Century Quality Convertible Securities ETF position as of Q1 2022 after selling out during the quarter.
National Wealth Management Group sold 21,701 American Century Quality Convertible Securities ETF shares in Q1 2022, an estimated $1.06M.
National Wealth Management Group first reported a position in American Century Quality Convertible Securities ETF in Q4 2021 and held it in 1 quarter.
National Wealth Management Group's American Century Quality Convertible Securities ETF position peaked at $1.06M in Q4 2021.
3 funds tracked by Wall St. Rank held American Century Quality Convertible Securities ETF as of Q1 2022.

Based on National Wealth Management Group's 13F filing for Q1 2022, filed 17 Nov 2023.