WIM
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WealthPlan Investment Management’s American Century Mid Cap Growth Impact ETF MID Stock Holding History

WealthPlan Investment Management’s Portfolio MID Stock Details MID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$290K Buy
+6,650
New +$323K 0.02% 319

Other funds holding MID

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPlan Investment Management's MID Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in American Century Mid Cap Growth Impact ETF (MID) in Q1 2022: 6,650 shares worth $290K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings.

7 funds tracked by Wall St. Rank hold MID as of Q1 2022.

  • WealthPlan Investment Management held 6,650 shares of American Century Mid Cap Growth Impact ETF worth $290K as of Q1 2022.
  • American Century Mid Cap Growth Impact ETF was a new WealthPlan Investment Management position in Q1 2022.
  • American Century Mid Cap Growth Impact ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #319 holding.
  • 7 funds tracked by Wall St. Rank held American Century Mid Cap Growth Impact ETF as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.