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Park Square Financial Group’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Park Square Financial Group’s Portfolio FLV Stock Details FLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,448
Closed -$380K – 503
2025
Q2 		$380K Buy
5,448
+4,440
+440% +$300K 0.28% 62
2025
Q1 		$70.4K Buy
+1,008
New +$69.6K 0.06% 227

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Park Square Financial Group's FLV Position: Q3 2025 in Review

Park Square Financial Group sold out of American Century Focused Large Cap Value ETF (FLV) in Q3 2025, closing a stake of 5,448 shares — an estimated $380K sold.

Park Square Financial Group first reported a position in FLV in Q1 2025 and held it in 2 quarters. The position peaked at $380K in Q2 2025. 36 funds tracked by Wall St. Rank hold FLV as of Q3 2025.

  • Park Square Financial Group reported no remaining American Century Focused Large Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 5,448 American Century Focused Large Cap Value ETF shares in Q3 2025, an estimated $380K.
  • Park Square Financial Group first reported a position in American Century Focused Large Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's American Century Focused Large Cap Value ETF position peaked at $380K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.