NW
QPFF

NewEdge Wealth’s American Century Quality Preferred ETF QPFF Stock Holding History

NewEdge Wealth’s Portfolio QPFF Stock Details QPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,941
Closed -$691K – 893
2024
Q2 		$691K Buy
18,941
+1,178
+7% +$42.7K 0.02% 478
2024
Q1 		$639K Buy
+17,763
New +$652K 0.01% 506

Other funds holding QPFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Wealth's QPFF Position: Q3 2024 in Review

NewEdge Wealth sold out of American Century Quality Preferred ETF (QPFF) in Q3 2024, closing a stake of 18,941 shares — an estimated $691K sold.

NewEdge Wealth first reported a position in QPFF in Q1 2024 and held it in 2 quarters. The position peaked at $691K in Q2 2024. 39 funds tracked by Wall St. Rank hold QPFF as of Q3 2024.

  • NewEdge Wealth reported no remaining American Century Quality Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 18,941 American Century Quality Preferred ETF shares in Q3 2024, an estimated $691K.
  • NewEdge Wealth first reported a position in American Century Quality Preferred ETF in Q1 2024 and held it in 2 quarters.
  • NewEdge Wealth's American Century Quality Preferred ETF position peaked at $691K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held American Century Quality Preferred ETF as of Q3 2024.

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