American Century Qual PrefQPFFETF

13F holders, Q4 2024 (December 31)
38holders −2
5new positions
9sold out
$36.00avg. 13F price*

At the end of Q4 2024, 38 institutions reported holding American Century Qual Pref (QPFF) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($18.1M), Cooper Capital Advisors LLC ($9.8M) and Commonwealth Equity Services, LLC ($5.8M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$6.3M
Exits9$7.2M

All 13F filers, Q3 2024 → Q4 2024: 368,417 shares bought and 244,772 shares sold, net +123,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

Envestnet Asset Management Inc. 0.01% Add +3.0% 503,465 $18.1M
Cooper Capital Advisors LLC 10.17% — 272,612 $9.8M
Commonwealth Equity Services, LLC 0.01% Add +8.7% 161,205 $5.8M
LPL Financial LLC 0.00% Add +225.1% 152,274 $5.5M
L2 Asset Management, LLC 0.98% New 125,129 $4.5M
Paulson Wealth Management Inc. 1.21% Add +23.2% 122,905 $4.4M
Janney Montgomery Scott LLC 0.01% Reduce -2.0% 101,413 $3.6M
Great Valley Advisor Group, Inc. 0.06% Add +2.3% 68,340 $2.5M
MML Investors Services, LLC 0.01% Add +51.9% 59,342 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.2% 51,525 $1.9M
Partners Wealth Management, LLC 1.69% — 41,422 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% New 41,274 $1.5M
Lido Advisors, LLC 0.01% Reduce -35.1% 40,062 $1.4M
Capital Square, LLC 0.64% Reduce -10.0% 30,619 $1.1M
OxenFree Capital LLC 0.75% Add +1.0% 27,920 $1.0M
Private Advisor Group, LLC 0.00% Add +79.4% 18,719 $673K
KWB Wealth 0.08% Add +1.0% 16,039 $611K
J.W. Cole Advisors, Inc. 0.02% No change 14,016 $504K
Core Wealth Advisors, Inc. 0.13% No change 10,961 $394K
Allworth Financial LP 0.00% Reduce -68.9% 9,893 $363K
Atria Wealth Solutions, Inc. 0.00% Add +2.9% 9,542 $343K
Weaver Consulting Group 0.10% No change 9,430 $339K
Ascentis Independent Advisors 0.06% Add +15.3% 8,452 $304K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -47.9% 7,640 $275K
OneDigital Investment Advisors LLC 0.00% Reduce -2.7% 7,300 $263K
Ausdal Financial Partners, Inc. 0.02% No change 7,084 $255K
Aire Advisors, LLC 0.05% Add +1.8% 6,749 $243K
Independent Advisor Alliance 0.00% New 6,059 $218K
Private Trust Co. NA 0.01% No change 3,855 $139K
UBS Group AG 0.00% Add +4001.3% 3,076 $111K
IFP Advisors, Inc 0.00% Add +26.2% 3,010 $108K
Angeles Wealth Management, LLC 0.01% New 3,000 $108K
Investment Research & Advisory Group, Inc. 0.04% No change 2,515 $90K
Hazlett, Burt & Watson, Inc. 0.02% Add +10.8% 1,025 $38K
AE Wealth Management LLC 0.00% New 842 $30K
Morgan Stanley 0.00% Add +13100.0% 132 $5K
Osaic Holdings, Inc. 0.00% No change 127 $5K
JPMorgan Chase & Co. 0.00% No change 103 $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.