Peak Planning Group’s American Century Mid Cap Growth Impact ETF MID Stock Holding History

Peak Planning Group’s Portfolio MID Stock Details MID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	31,538 +1,784	+6%	+$117K	0.49%	31
2026 Q1	$1.82M	Buy	29,754 +763	+3%	+$49.6K	0.5%	35
2025 Q4	$1.89M	Buy	+28,991	New	+$1.93M	0.53%	33
2025 Q2	–	Sell	-29,972	Closed	-$1.7M	–	115
2025 Q1	$1.7M	Sell	29,972 -821	-3%	-$50.3K	0.71%	26
2024 Q4	$1.86M	Buy	30,793 +1,219	+4%	+$75.7K	0.77%	22
2024 Q3	$1.81M	Buy	29,574 +20,282	+218%	+$1.17M	0.8%	22
2024 Q2	$530K	Buy	9,292 +4,526	+95%	+$255K	0.26%	66
2024 Q1	$275K	Buy	+4,766	New	+$254K	0.17%	63

Other funds holding MID

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Peak Planning Group increased its American Century Mid Cap Growth Impact ETF (MID) stake by 6% in Q2 2026, buying an estimated $117K and bringing the position to 31,538 shares worth $2.17M. The position accounts for 0.49% of the portfolio, ranked #31.

Peak Planning Group first reported a position in MID in Q1 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold MID as of Q2 2026.

Peak Planning Group held 31,538 shares of American Century Mid Cap Growth Impact ETF worth $2.17M as of Q2 2026.
Peak Planning Group bought 1,784 American Century Mid Cap Growth Impact ETF shares in Q2 2026, an estimated $117K.
American Century Mid Cap Growth Impact ETF made up 0.49% of Peak Planning Group's portfolio in Q2 2026, its #31 holding.
Peak Planning Group first reported a position in American Century Mid Cap Growth Impact ETF in Q1 2024 and has held it in 8 quarters since.
25 funds tracked by Wall St. Rank held American Century Mid Cap Growth Impact ETF as of Q2 2026.

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