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Wetzel Investment Advisors’s American Century US Quality Growth ETF QGRO Stock Holding History

Wetzel Investment Advisors’s Portfolio QGRO Stock Details QGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,378
Closed -$1.14M – 707
2024
Q2 		$1.14M Buy
13,378
+103
+0.8% +$8.58K 0.65% 31
2024
Q1 		$1.06M Sell
13,275
-265
-2% -$21.4K 0.62% 32
2023
Q4 		$1.03M Buy
+13,540
New +$953K 0.63% 30

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Wetzel Investment Advisors's QGRO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of American Century US Quality Growth ETF (QGRO) in Q3 2024, closing a stake of 13,378 shares — an estimated $1.14M sold.

Wetzel Investment Advisors first reported a position in QGRO in Q4 2023 and held it in 3 quarters. The position peaked at $1.14M in Q2 2024. 108 funds tracked by Wall St. Rank hold QGRO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining American Century US Quality Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 13,378 American Century US Quality Growth ETF shares in Q3 2024, an estimated $1.14M.
  • Wetzel Investment Advisors first reported a position in American Century US Quality Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's American Century US Quality Growth ETF position peaked at $1.14M in Q2 2024.
  • 108 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.