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San Luis Wealth Advisors’s American Century Focused Dynamic Growth ETF FDG Stock Holding History

San Luis Wealth Advisors’s Portfolio FDG Stock Details FDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,128
Closed -$172K – 196
2022
Q1 		$172K Buy
+2,128
New +$149K 0.08% 161

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Cambridge Investment Research Advisors
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EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return
Commonwealth Equity Services
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $140M AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

San Luis Wealth Advisors's FDG Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of American Century Focused Dynamic Growth ETF (FDG) in Q2 2022, closing a stake of 2,128 shares — an estimated $172K sold.

San Luis Wealth Advisors first reported a position in FDG in Q1 2022 and held it in 1 quarter. The position peaked at $172K in Q1 2022. 22 funds tracked by Wall St. Rank hold FDG as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining American Century Focused Dynamic Growth ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 2,128 American Century Focused Dynamic Growth ETF shares in Q2 2022, an estimated $172K.
  • San Luis Wealth Advisors first reported a position in American Century Focused Dynamic Growth ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's American Century Focused Dynamic Growth ETF position peaked at $172K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held American Century Focused Dynamic Growth ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.