Steward Partners Investment Advisory’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Steward Partners Investment Advisory’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
2023 Q1	–	Sell	-480	Closed	-$28.2K	–	3347
2022 Q4	$28.2K	Buy	+480	New	+$28K	﹤0.01%	2080

Other funds holding FLV

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

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

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

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Steward Partners Investment Advisory's FLV Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of American Century Focused Large Cap Value ETF (FLV) in Q1 2023, closing a stake of 480 shares — an estimated $28.2K sold.

Steward Partners Investment Advisory first reported a position in FLV in Q4 2022 and held it in 1 quarter. The position peaked at $28.2K in Q4 2022. 25 funds tracked by Wall St. Rank hold FLV as of Q1 2023.

Steward Partners Investment Advisory reported no remaining American Century Focused Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 480 American Century Focused Large Cap Value ETF shares in Q1 2023, an estimated $28.2K.
Steward Partners Investment Advisory first reported a position in American Century Focused Large Cap Value ETF in Q4 2022 and held it in 1 quarter.
Steward Partners Investment Advisory's American Century Focused Large Cap Value ETF position peaked at $28.2K in Q4 2022.
25 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.