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Peak Planning Group’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Peak Planning 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
2026
Q2 		$365K Buy
4,493
+20
+0.4% +$1.59K 0.08% 92
2026
Q1 		$343K Sell
4,473
-45
-1% -$3.54K 0.1% 89
2025
Q4 		$342K Buy
+4,518
New +$336K 0.1% 92
2025
Q2 		– Sell
-4,975
Closed -$348K – 102
2025
Q1 		$348K Sell
4,975
-53
-1% -$3.66K 0.15% 82
2024
Q4 		$336K Sell
5,028
-195
-4% -$13.6K 0.14% 89
2024
Q3 		$365K Buy
5,223
+16
+0.3% +$1.07K 0.16% 80
2024
Q2 		$326K Sell
5,207
-115
-2% -$7.33K 0.16% 84
2024
Q1 		$346K Buy
5,322
+31
+0.6% +$1.94K 0.22% 57
2023
Q4 		$323K Buy
5,291
+25
+0.5% +$1.45K 0.23% 54
2023
Q3 		$300K Sell
5,266
-756
-13% -$44.8K 0.23% 61
2023
Q2 		$360K Sell
6,022
-310
-5% -$18.2K 0.27% 58
2023
Q1 		$367K Sell
6,332
-79
-1% -$4.64K 0.3% 59
2022
Q4 		$377K Buy
6,411
+103
+2% +$6K 0.33% 60
2022
Q3 		$334K Buy
6,308
+39
+0.6% +$2.24K 0.31% 57
2022
Q2 		$355K Buy
+6,269
New +$372K 0.3% 54
2021
Q4 		$302K Sell
4,939
-855
-15% -$52K 0.22% 63
2021
Q3 		$343K Buy
+5,794
New +$354K 0.3% 59
2021
Q1 		$229K Buy
+3,944
New +$220K 0.22% 70

Other funds holding FLV

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
MF
Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peak Planning Group's FLV Position: Q2 2026 in Review

Peak Planning Group increased its American Century Focused Large Cap Value ETF (FLV) stake by 0.45% in Q2 2026, buying an estimated $1.59K and bringing the position to 4,493 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #92.

Peak Planning Group first reported a position in FLV in Q1 2021 and has held it in 18 quarters since. The position peaked at $377K in Q4 2022. 48 funds tracked by Wall St. Rank hold FLV as of Q2 2026.

  • Peak Planning Group held 4,493 shares of American Century Focused Large Cap Value ETF worth $365K as of Q2 2026.
  • Peak Planning Group bought 20 American Century Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.59K.
  • American Century Focused Large Cap Value ETF made up 0.08% of Peak Planning Group's portfolio in Q2 2026, its #92 holding.
  • Peak Planning Group first reported a position in American Century Focused Large Cap Value ETF in Q1 2021 and has held it in 18 quarters since.
  • Peak Planning Group's American Century Focused Large Cap Value ETF position peaked at $377K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.