SkyOak Wealth’s American Century Focused Large Cap Value ETF FLV Stock Holding History

SkyOak Wealth’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	$3.39M	Hold	41,744	–	–	0.55%	46
2026 Q1	$3.2M	Sell	41,744 -122	-0.3%	-$9.6K	0.59%	43
2025 Q4	$3.17M	Sell	41,866 -85	-0.2%	-$6.33K	0.57%	46
2025 Q3	$3.09M	Sell	41,951 -67	-0.2%	-$4.88K	0.58%	44
2025 Q2	$2.93M	Hold	42,018	–	–	0.59%	45
2025 Q1	$2.94M	Buy	42,018 +729	+2%	+$50.4K	0.64%	44
2024 Q4	$2.76M	Sell	41,289 -244	-0.6%	-$17K	0.59%	46
2024 Q3	$2.91M	Hold	41,533	–	–	0.64%	42
2024 Q2	$2.6M	Buy	41,533 +1,982	+5%	+$126K	0.61%	44
2024 Q1	$2.57M	Buy	39,551 +20,082	+103%	+$1.26M	0.61%	42
2023 Q4	$1.19M	Buy	+19,469	New	+$1.13M	0.31%	68

Other funds holding FLV

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KIA

Koenig Investment Advisory Ashland, Oregon $129M AUM

Midwestern Financial Iowa City, Iowa $143M AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SkyOak Wealth's FLV Position: Q2 2026 in Review

SkyOak Wealth held its American Century Focused Large Cap Value ETF (FLV) position steady in Q2 2026 at 41,744 shares worth $3.39M. The position accounts for 0.55% of the portfolio, ranked #46.

SkyOak Wealth first reported a position in FLV in Q4 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold FLV as of Q2 2026.

SkyOak Wealth held 41,744 shares of American Century Focused Large Cap Value ETF worth $3.39M as of Q2 2026.
SkyOak Wealth left its American Century Focused Large Cap Value ETF share count unchanged in Q2 2026.
American Century Focused Large Cap Value ETF made up 0.55% of SkyOak Wealth's portfolio in Q2 2026, its #46 holding.
SkyOak Wealth first reported a position in American Century Focused Large Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.