PPG
QPFF

Peak Planning Group’s American Century Quality Preferred ETF QPFF Stock Holding History

Peak Planning Group’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
2023
Q3 		– Sell
-6,248
Closed -$222K – 77
2023
Q2 		$222K Sell
6,248
-65
-1% -$2.28K 0.16% 75
2023
Q1 		$222K Buy
6,313
+80
+1% +$2.86K 0.18% 77
2022
Q4 		$214K Buy
6,233
+312
+5% +$10.9K 0.19% 77
2022
Q3 		$209K Buy
+5,921
New +$217K 0.19% 76

Other funds holding QPFF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 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 $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return