NewEdge Wealth’s American Century Ultrashort Income ETF FUSI Stock Holding History

NewEdge Wealth’s Portfolio FUSI Stock Details FUSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-51,520	Closed	-$2.62M	–	883
2024 Q2	$2.62M	Buy	51,520 +911	+2%	+$46.2K	0.06%	279
2024 Q1	$2.56M	Buy	+50,609	New	+$2.57M	0.06%	285

Other funds holding FUSI

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Wealth's FUSI Position: Q3 2024 in Review

NewEdge Wealth sold out of American Century Ultrashort Income ETF (FUSI) in Q3 2024, closing a stake of 51,520 shares — an estimated $2.62M sold.

NewEdge Wealth first reported a position in FUSI in Q1 2024 and held it in 2 quarters. The position peaked at $2.62M in Q2 2024. 9 funds tracked by Wall St. Rank hold FUSI as of Q3 2024.

NewEdge Wealth reported no remaining American Century Ultrashort Income ETF position as of Q3 2024 after selling out during the quarter.
NewEdge Wealth sold 51,520 American Century Ultrashort Income ETF shares in Q3 2024, an estimated $2.62M.
NewEdge Wealth first reported a position in American Century Ultrashort Income ETF in Q1 2024 and held it in 2 quarters.
NewEdge Wealth's American Century Ultrashort Income ETF position peaked at $2.62M in Q2 2024.
9 funds tracked by Wall St. Rank held American Century Ultrashort Income ETF as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.