American Century Qual PrefQPFFETF

13F holders, Q2 2024 (June 30)
29holders +5
8new positions
3sold out
$36.49avg. 13F price*

At the end of Q2 2024, 29 institutions reported holding American Century Qual Pref (QPFF) in their 13F filings, up 5 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($17.5M), Commonwealth Equity Services, LLC ($4.9M) and Stratos Wealth Partners, LTD. ($4.1M).

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 → Q2 2024

InstitutionsTotal Value
New Positions8$4.0M
Exits3$6.9M

All 13F filers, Q1 2024 → Q2 2024: 278,870 shares bought and 218,734 shares sold, net +60,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Envestnet Asset Management Inc. 0.01% Add +5.9% 480,705 $17.5M
Commonwealth Equity Services, LLC 0.01% Reduce -1.0% 134,979 $4.9M
Stratos Wealth Partners, LTD. 0.07% Add +38.4% 113,140 $4.1M
Janney Montgomery Scott LLC 0.01% Add +0.8% 92,384 $3.4M
Paulson Wealth Management Inc. 0.96% Add +5.6% 90,586 $3.3M
Allworth Financial LP 0.02% Reduce -28.1% 79,193 $2.9M
Great Valley Advisor Group, Inc. 0.07% New 64,670 $2.4M
Lido Advisors, LLC 0.02% Add +46.6% 62,558 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +462.4% 58,147 $2.1M
Householder Group Estate & Retirement Specialist, LLC 0.48% Add +30.0% 46,428 $1.7M
LPL Financial LLC 0.00% Add +17.8% 26,469 $965K
OxenFree Capital LLC 0.81% Add +8.8% 25,312 $923K
San Luis Wealth Advisors LLC 0.19% New 21,781 $794K
MML Investors Services, LLC 0.00% Add +184.7% 20,004 $729K
Mgo One Seven LLC 0.03% Add +3.8% 19,688 $718K
NewEdge Wealth, LLC 0.01% Add +6.6% 18,941 $691K
KWB Wealth 0.08% Reduce -4.4% 15,791 $586K
Capital Square, LLC 0.32% New 13,395 $492K
Weaver Consulting Group 0.12% Add +42.9% 9,430 $344K
Aire Advisors, LLC 0.07% Reduce -3.9% 8,329 $304K
Susquehanna International Group, LLP 0.00% New 8,109 $296K
Core Wealth Advisors, Inc. 0.09% Add +100.6% 7,515 $274K
Ausdal Financial Partners, Inc. 0.03% No change 7,084 $258K
Private Trust Co. NA 0.01% No change 3,551 $129K
Hazlett, Burt & Watson, Inc. 0.01% Add +300.0% 400 $15K
Wells Fargo & Company 0.00% New 313 $11K
Bank of America Corp. 0.00% New 309 $11K
Osaic Holdings, Inc. 0.00% New 127 $5K
Royal Bank of Canada 0.00% New 118 $4K

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