American Century Qual PrefQPFFETF

13F holders, Q1 2024 (March 31)
24holders
$37.08avg. 13F price*

At the end of Q1 2024, 24 institutions reported holding American Century Qual Pref (QPFF) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($16.8M), Synergy Asset Management, LLC ($6.9M) and Commonwealth Equity Services, LLC ($5.1M).

Company
American Century Qual Pref
CUSIP
025072539
Latest filing quarter
Q3 2025

History

Number of 13F holders

010203040 Q1 2024: 24Q1 2024Q2 2024: 29Q2 2024Q3 2024: 40Q3 2024Q4 2024: 38Q4 2024Q1 2025: 37Q1 2025Q2 2025: 36Q2 2025Q3 2025: 1Q3 2025

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$9.6M
Exits2$9.5M

Ownership 24 holders

Envestnet Asset Management Inc. 0.01% Add +7.5% 453,863 $16.8M
Synergy Asset Management, LLC 1.17% New 185,212 $6.9M
Commonwealth Equity Services, LLC 0.01% Add +194.5% 136,382 $5.1M
Allworth Financial LP 0.03% Reduce -2.1% 110,136 $4.1M
Janney Montgomery Scott LLC 0.01% Add +1.1% 91,629 $3.4M
Paulson Wealth Management Inc. 0.94% Add +14.7% 85,749 $3.2M
Stratos Wealth Partners, LTD. 0.05% Add +43.2% 81,745 $3.0M
Lido Advisors, LLC 0.01% Reduce -7.0% 42,682 $1.6M
Householder Group Estate & Retirement Specialist, LLC 0.39% Add +10.4% 35,717 $1.3M
OxenFree Capital LLC 0.79% Add +0.9% 23,257 $863K
LPL Financial LLC 0.00% New 22,466 $833K
Mgo One Seven LLC 0.04% New 18,975 $704K
NewEdge Wealth, LLC 0.01% New 17,763 $639K
KWB Wealth 0.08% Reduce -4.2% 16,522 $613K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.7% 10,340 $384K
Aire Advisors, LLC 0.07% Add +0.4% 8,664 $322K
Ausdal Financial Partners, Inc. 0.03% New 7,084 $263K
MML Investors Services, LLC 0.00% New 7,026 $261K
Weaver Consulting Group 0.09% No change 6,600 $245K
Core Wealth Advisors, Inc. 0.05% Add +19.1% 3,747 $139K
Private Trust Co. NA 0.01% Add +95.7% 3,551 $132K
UBS Group AG 0.00% Reduce -73.3% 109 $4K
Hazlett, Burt & Watson, Inc. 0.00% New 100 $4K
Morgan Stanley 0.00% Reduce -98.9% 1 $38

"% of holder's portfolio" is QPFF's weight in each manager's 13F, not the share of American Century Qual Pref the manager owns.