Synergy Asset Management’s American Century Quality Preferred ETF QPFF Stock Holding History

Synergy Asset Management’s Portfolio QPFF Stock Details QPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-185,212	Closed	-$6.87M	–	163
2024 Q1	$6.87M	Buy	+185,212	New	+$6.8M	1.17%	23

Other funds holding QPFF

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

GVAG

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HGERS

Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Synergy Asset Management's QPFF Position: Q2 2024 in Review

Synergy Asset Management sold out of American Century Quality Preferred ETF (QPFF) in Q2 2024, closing a stake of 185,212 shares — an estimated $6.87M sold.

Synergy Asset Management first reported a position in QPFF in Q1 2024 and held it in 1 quarter. The position peaked at $6.87M in Q1 2024. 29 funds tracked by Wall St. Rank hold QPFF as of Q2 2024.

Synergy Asset Management reported no remaining American Century Quality Preferred ETF position as of Q2 2024 after selling out during the quarter.
Synergy Asset Management sold 185,212 American Century Quality Preferred ETF shares in Q2 2024, an estimated $6.87M.
Synergy Asset Management first reported a position in American Century Quality Preferred ETF in Q1 2024 and held it in 1 quarter.
Synergy Asset Management's American Century Quality Preferred ETF position peaked at $6.87M in Q1 2024.
29 funds tracked by Wall St. Rank held American Century Quality Preferred ETF as of Q2 2024.

Based on Synergy Asset Management's 13F filing for Q2 2024, filed 5 Aug 2024.