American Century Qual PrefQPFFETF

13F holders, Q3 2024 (September 30)
40holders +11
16new positions
5sold out
1famous investor
$38.08avg. 13F price*

At the end of Q3 2024, 40 institutions reported holding American Century Qual Pref (QPFF) in their 13F filings, up 11 from Q2 2024. 16 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($18.6M), Commonwealth Equity Services, LLC ($5.7M) and Stratos Wealth Partners, LTD. ($4.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions16$3.6M
Exits5$2.5M

All 13F filers, Q2 2024 → Q3 2024: 208,958 shares bought and 127,017 shares sold, net +81,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 40 holders

Envestnet Asset Management Inc. 0.01% Add +1.7% 488,688 $18.6M
Commonwealth Equity Services, LLC 0.01% Add +9.9% 148,316 $5.7M
Stratos Wealth Partners, LTD. 0.06% Reduce -1.6% 111,388 $4.2M
Janney Montgomery Scott LLC 0.01% Add +12.0% 103,498 $3.9M
Paulson Wealth Management Inc. 1.02% Add +10.2% 99,778 $3.8M
Great Valley Advisor Group, Inc. 0.06% Add +3.3% 66,825 $2.5M
Lido Advisors, LLC 0.02% Reduce -1.3% 61,721 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -11.3% 51,607 $2.0M
Householder Group Estate & Retirement Specialist, LLC 0.55% Add +5.9% 49,164 $1.9M
LPL Financial LLC 0.00% Add +76.9% 46,834 $1.8M
MML Investors Services, LLC 0.01% Add +95.3% 39,066 $1.5M
Capital Square, LLC 0.79% Add +154.0% 34,022 $1.3M
Allworth Financial LP 0.01% Reduce -59.8% 31,839 $1.2M
OxenFree Capital LLC 0.83% Add +9.2% 27,648 $1.1M
KWB Wealth 0.08% Add +0.6% 15,878 $579K
U.S. Capital Wealth Advisors, LLC 0.02% New 14,659 $559K
J.W. Cole Advisors, Inc. 0.02% New 14,016 $534K
Kavar Capital Partners Group, LLC 0.07% New 11,990 $457K
Core Wealth Advisors, Inc. 0.13% Add +45.9% 10,961 $418K
Private Advisor Group, LLC 0.00% New 10,434 $398K
Weaver Consulting Group 0.11% No change 9,430 $359K
Atria Wealth Solutions, Inc. 0.00% New 9,270 $353K
Jane Street Group, LLC 0.00% New 7,931 $302K
OneDigital Investment Advisors LLC 0.00% New 7,500 $286K
Ascentis Independent Advisors 0.04% New 7,332 $279K
Ausdal Financial Partners, Inc. 0.03% No change 7,084 $270K
Aire Advisors, LLC 0.06% Reduce -20.4% 6,627 $252K
Citadel Advisors 0.00% New 6,597 $251K
Private Trust Co. NA 0.01% Add +8.6% 3,855 $147K
Investment Research & Advisory Group, Inc. 0.04% New 2,515 $96K
IFP Advisors, Inc 0.00% New 2,385 $91K
Hazlett, Burt & Watson, Inc. 0.02% Add +131.3% 925 $37K
Comerica Bank 0.00% New 850 $32K
Bank of America Corp. 0.00% Add +9.7% 339 $13K
Osaic Holdings, Inc. 0.00% No change 127 $5K
Royal Bank of Canada 0.00% No change 118 $4K
JPMorgan Chase & Co. 0.00% New 103 $4K
UBS Group AG 0.00% New 75 $3K
Morgan Stanley 0.00% New 1 $53
FMR LLC 0.00% New 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.