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NewEdge Wealth’s American Century Multisector Floating 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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
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 Multisector Floating 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 Multisector Floating Income ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 51,520 American Century Multisector Floating Income ETF shares in Q3 2024, an estimated $2.62M.
  • NewEdge Wealth first reported a position in American Century Multisector Floating Income ETF in Q1 2024 and held it in 2 quarters.
  • NewEdge Wealth's American Century Multisector Floating Income ETF position peaked at $2.62M in Q2 2024.
  • 9 funds tracked by Wall St. Rank held American Century Multisector Floating Income ETF as of Q3 2024.

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