SW
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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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KIA
Koenig Investment Advisory Ashland, Oregon $129M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
MF
Midwestern Financial Iowa City, Iowa $127M AUM 13.96% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SkyOak Wealth's FLV Position: Q1 2026 in Review

SkyOak Wealth reduced its American Century Focused Large Cap Value ETF (FLV) stake by 0.29% in Q1 2026, selling an estimated $9.6K and leaving 41,744 shares worth $3.2M. The position accounts for 0.59% of the portfolio, ranked #43.

SkyOak Wealth first reported a position in FLV in Q4 2023 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold FLV as of Q1 2026.

  • SkyOak Wealth held 41,744 shares of American Century Focused Large Cap Value ETF worth $3.2M as of Q1 2026.
  • SkyOak Wealth sold 122 American Century Focused Large Cap Value ETF shares in Q1 2026, an estimated $9.6K.
  • American Century Focused Large Cap Value ETF made up 0.59% of SkyOak Wealth's portfolio in Q1 2026, its #43 holding.
  • SkyOak Wealth first reported a position in American Century Focused Large Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 45 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.