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

Spire Wealth Management’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
2021
Q3 		– Sell
-1,972
Closed -$118K – 2596
2021
Q2 		$118K Buy
+1,972
New +$119K ﹤0.01% 1135

Other funds holding FLV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SW
StrongBox Wealth Lee's Summit, Missouri $351M AUM 16.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Spire Wealth Management's FLV Position: Q3 2021 in Review

Spire Wealth Management sold out of American Century Focused Large Cap Value ETF (FLV) in Q3 2021, closing a stake of 1,972 shares — an estimated $118K sold.

Spire Wealth Management first reported a position in FLV in Q2 2021 and held it in 1 quarter. The position peaked at $118K in Q2 2021. 19 funds tracked by Wall St. Rank hold FLV as of Q3 2021.

  • Spire Wealth Management reported no remaining American Century Focused Large Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Spire Wealth Management sold 1,972 American Century Focused Large Cap Value ETF shares in Q3 2021, an estimated $118K.
  • Spire Wealth Management first reported a position in American Century Focused Large Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Spire Wealth Management's American Century Focused Large Cap Value ETF position peaked at $118K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2021.

Based on Spire Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.