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WR Wealth Planners’s American Century US Quality Growth ETF QGRO Stock Holding History

WR Wealth Planners’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
Q4 		$4.43M Buy
44,428
+5,038
+13% +$495K 1.42% 12
2024
Q3 		$3.59M Buy
+39,390
New +$3.42M 1% 21

Other funds holding QGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

WR Wealth Planners's QGRO Position: Q4 2024 in Review

WR Wealth Planners increased its American Century US Quality Growth ETF (QGRO) stake by 13% in Q4 2024, buying an estimated $495K and bringing the position to 44,428 shares worth $4.43M. The position accounts for 1.42% of the portfolio, ranked #12.

WR Wealth Planners first reported a position in QGRO in Q3 2024 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold QGRO as of Q4 2024.

  • WR Wealth Planners held 44,428 shares of American Century US Quality Growth ETF worth $4.43M as of Q4 2024.
  • WR Wealth Planners bought 5,038 American Century US Quality Growth ETF shares in Q4 2024, an estimated $495K.
  • American Century US Quality Growth ETF made up 1.42% of WR Wealth Planners's portfolio in Q4 2024, its #12 holding.
  • WR Wealth Planners first reported a position in American Century US Quality Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held American Century US Quality Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.