Spire Wealth Management’s American Century Large Cap Equity ETF ACLC Stock Holding History

Spire Wealth Management’s Portfolio ACLC Stock Details ACLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50	Closed	-$2.57K	–	2550
2023 Q1	$2.57K	Hold	50	–	–	﹤0.01%	2206
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	2120
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	2014
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	2415
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	2357
2021 Q4	$3K	Sell	50 -50	-50%	-$2.92K	﹤0.01%	2734
2021 Q3	$5K	Buy	+100	New	+$5.58K	﹤0.01%	2304

Other funds holding ACLC

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.12B AUM 21.31% 1-Year Est. Return

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

Spire Wealth Management's ACLC Position: Q2 2023 in Review

Spire Wealth Management sold out of American Century Large Cap Equity ETF (ACLC) in Q2 2023, closing a stake of 50 shares — an estimated $2.57K sold.

Spire Wealth Management first reported a position in ACLC in Q3 2021 and held it in 7 quarters. The position peaked at $5K in Q3 2021. 12 funds tracked by Wall St. Rank hold ACLC as of Q2 2023.

Spire Wealth Management reported no remaining American Century Large Cap Equity ETF position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 50 American Century Large Cap Equity ETF shares in Q2 2023, an estimated $2.57K.
Spire Wealth Management first reported a position in American Century Large Cap Equity ETF in Q3 2021 and held it in 7 quarters.
Spire Wealth Management's American Century Large Cap Equity ETF position peaked at $5K in Q3 2021.
12 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.