Sowell Financial Services’s American Century US Quality Growth ETF QGRO Stock Holding History

Sowell Financial Services’s Portfolio QGRO Stock Details QGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,233	Closed	-$869K	–	557
2024 Q1	$869K	Buy	+10,233	New	+$825K	0.04%	367
2021 Q2	–	Sell	-7,120	Closed	-$470K	–	2183
2021 Q1	$470K	Sell	7,120 -7,431	-51%	-$472K	0.02%	667
2020 Q4	$901K	Sell	14,551 -104	-0.7%	-$6.03K	0.04%	353
2020 Q3	$799K	Sell	14,655 -1,987	-12%	-$105K	0.04%	349
2020 Q2	$817K	Buy	16,642 +3,530	+27%	+$157K	0.04%	323
2020 Q1	$490K	Buy	13,112 +12,912	+6,456%	+$558K	0.04%	405
2019 Q4	$9K	Buy	+200	New	+$8.6K	﹤0.01%	1726

Other funds holding QGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sowell Financial Services's QGRO Position: Q2 2024 in Review

Sowell Financial Services sold out of American Century US Quality Growth ETF (QGRO) in Q2 2024, closing a stake of 10,233 shares — an estimated $869K sold.

Sowell Financial Services first reported a position in QGRO in Q4 2019 and held it in 7 quarters. The position peaked at $901K in Q4 2020. 102 funds tracked by Wall St. Rank hold QGRO as of Q2 2024.

Sowell Financial Services reported no remaining American Century US Quality Growth ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 10,233 American Century US Quality Growth ETF shares in Q2 2024, an estimated $869K.
Sowell Financial Services first reported a position in American Century US Quality Growth ETF in Q4 2019 and held it in 7 quarters.
Sowell Financial Services's American Century US Quality Growth ETF position peaked at $901K in Q4 2020.
102 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.