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Get Institutions for : 
American Century Quality Preferred Etf (QPFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    6
Total shares held : 
 1,217,247  
% of shares held : 
 13.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 275,495  
% of shares held change : 
   3.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 199,782
 16.41%
 
Increased Positions :
6
 112,763
 9.26%
 
Unchanged Positions :
3
 33,323
 2.74%
 
Decreased Positions :
4
-19,572
-1.61%
 
Closed Positions :
1
-17,478
-1.44%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ENVESTNET ASSET MANAGEMENT INC 1205 - 2024-03-31 453,863 $16,837,000 31,832
   Synergy Financial Management LLC 23 *New 2024-03-31 185,212 $6,871,000 185,212
   COMMONWEALTH EQUITY SERVICES LLC. 1154 - 2024-03-31 136,382 $5,059,000 90,076
   HANSON MCCLAIN, INC. 217 - 2024-03-31 110,136 $4,086,000 -2,338
   JANNEY MONTGOMERY SCOTT LLC 907 - 2024-03-31 91,629 $3,399,000 962
   Paulson Wealth Management Inc. 20 - 2024-03-31 85,749 $3,181,000 11,011
   Stratos Wealth Partners LTD. 332 - 2024-03-31 81,745 $3,033,000 24,656
   Lido Advisors LLC 444 - 2024-03-31 42,682 $1,583,000 -3,231
   Householder Group Estate & Retirement Specialist L 51 - 2024-03-31 35,717 $1,325,000 3,364
   OxenFree Capital LLC 23 - 2024-03-31 23,257 $863,000 204
   LPL FINANCIAL CORP 3282 - 2024-03-31 22,466 $833,000 22,466
   We Are One Seven LLC 434 *New 2024-03-31 18,975 $704,000 18,975
   NewEdge Wealth LLC 505 *New 2024-03-31 17,763 $639,000 17,763
   KWB Wealth 74 - 2024-03-31 16,522 $613,000 -723
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2491 - 2024-03-31 10,340 $384,000 70
   AIRE ADVISORS LLC 113 - 2024-03-31 8,664 $322,000 37
   Ausdal Financial Partners Inc. 393 *New 2024-03-31 7,084 $263,000 7,084
   MML INVESTORS SERVICES LLC 2192 *New 2024-03-31 7,026 $261,000 7,026
   Weaver Consulting Group 173 - 2024-03-31 6,600 $245,000 0
   Core Wealth Advisors Inc. 63 - 2024-03-31 3,747 $139,000 600
   PRIVATE TRUST CO NA 781 - 2024-03-31 3,551 $132,000 1,736
   HAZLETT BURT & WATSON INC. 593 *New 2024-03-31 100 $4,000 100
   UBS Group AG 6418 - 2024-03-31 109 $4,000 -300
   PROEQUITIES INC. 7283 - 2024-03-31 0 $0 0
   San Luis Wealth Advisors LLC 50 *Closed 2024-03-31 0 $0 -258,105
   CITADEL ADVISORS LLC 6350 *Closed 2024-03-31 0 $0 -6,315
   MORGAN STANLEY 7749 - 2024-03-31 1 $0 -89
  27 Records found
  1    
  Page 1 of 1
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