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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 1191 - 2023-12-31 422,031 $15,133,000 30,425
   Synergy Financial Management LLC 23 *New 2024-03-31 185,212 $6,871,000 185,212
   HANSON MCCLAIN, INC. 217 - 2024-03-31 110,136 $4,086,000 -2,338
   JANNEY MONTGOMERY SCOTT LLC 892 *New 2023-12-31 90,667 $3,251,000 90,667
   Stratos Wealth Partners LTD. 332 - 2024-03-31 81,745 $3,033,000 24,656
   Paulson Wealth Management Inc. 20 *New 2023-12-31 74,738 $2,680,000 74,738
   COMMONWEALTH EQUITY SERVICES LLC. 1780 - 2023-12-31 46,306 $1,660,000 36,964
   Lido Advisors LLC 413 - 2023-12-31 45,913 $1,646,000 -9,197
   Householder Group Estate & Retirement Specialist L - 2023-12-31 32,353 $1,160,000 2,690
   OxenFree Capital LLC 23 - 2024-03-31 23,257 $863,000 204
   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 109 *New 2023-12-31 8,627 $310,000 8,627
   Ausdal Financial Partners Inc. 393 *New 2024-03-31 7,084 $263,000 7,084
   Weaver Consulting Group 173 - 2024-03-31 6,600 $245,000 0
   CITADEL ADVISORS LLC 4310 - 2023-12-31 6,315 $226,000 -5,686
   PRIVATE TRUST CO NA 781 - 2024-03-31 3,551 $132,000 1,736
   Core Wealth Advisors Inc. 60 - 2023-12-31 3,147 $113,000 990
   UBS Group AG 5901 - 2023-12-31 409 $15,000 329
   MORGAN STANLEY 6685 *New 2023-12-31 90 $3,000 90
   PROEQUITIES INC. 3338 - 2023-12-31 0 $0 0
   San Luis Wealth Advisors LLC 50 *Closed 2024-03-31 0 $0 -258,105
   LPL FINANCIAL CORP 4807 *Closed 2023-12-31 0 $0 -17,478
  23 Records found
  1    
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