PWA
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PCG Wealth Advisors’s American Century US Quality Value ETF VALQ Stock Holding History

PCG Wealth Advisors’s Portfolio VALQ Stock Details VALQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40,922
Closed -$1.71M – 151
2022
Q3 		$1.71M Buy
+40,922
New +$1.93M 0.61% 40

Other funds holding VALQ

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $240M AUM 29.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCG Wealth Advisors's VALQ Position: Q4 2022 in Review

PCG Wealth Advisors sold out of American Century US Quality Value ETF (VALQ) in Q4 2022, closing a stake of 40,922 shares — an estimated $1.71M sold.

PCG Wealth Advisors first reported a position in VALQ in Q3 2022 and held it in 1 quarter. The position peaked at $1.71M in Q3 2022. 24 funds tracked by Wall St. Rank hold VALQ as of Q4 2022.

  • PCG Wealth Advisors reported no remaining American Century US Quality Value ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 40,922 American Century US Quality Value ETF shares in Q4 2022, an estimated $1.71M.
  • PCG Wealth Advisors first reported a position in American Century US Quality Value ETF in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's American Century US Quality Value ETF position peaked at $1.71M in Q3 2022.
  • 24 funds tracked by Wall St. Rank held American Century US Quality Value ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.