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 Q3	$3.44M	Hold	41,744	–	–	0.56%	44
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

Koenig Investment Advisory Ashland, Oregon $137M AUM 8.53% 1-Year Est. Return

Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.25B AUM 13.65% 1-Year Est. Return

Dominguez Wealth Management Solutions Williamsburg, Virginia $181M AUM 16.39% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SkyOak Wealth's FLV Position: Q3 2026 in Review

SkyOak Wealth held its American Century Focused Large Cap Value ETF (FLV) position steady in Q3 2026 at 41,744 shares worth $3.44M. The position accounts for 0.56% of the portfolio, ranked #44.

SkyOak Wealth first reported a position in FLV in Q4 2023 and has held it in 12 quarters since. 11 funds tracked by Wall St. Rank hold FLV as of Q3 2026.

SkyOak Wealth held 41,744 shares of American Century Focused Large Cap Value ETF worth $3.44M as of Q3 2026.
SkyOak Wealth left its American Century Focused Large Cap Value ETF share count unchanged in Q3 2026.
American Century Focused Large Cap Value ETF made up 0.56% of SkyOak Wealth's portfolio in Q3 2026, its #44 holding.
SkyOak Wealth first reported a position in American Century Focused Large Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
11 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.