ACLC — AMERICAN CENTY ETF TR

Ownership history in Focus Partners Wealth  ·  4 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in AMERICAN CENTY ETF TR (ACLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q2)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 293,283 -7,325 -2.4% 0.03% $23.0M $78.25
2025 Q3 ADDED 300,608 +7,657 +2.6% 0.04% $23.2M $76.99
2025 Q2 ADDED 292,951 +18,007 +6.5% 0.05% $21.2M $72.04
2025 Q1 INITIATED 274,944 — — 0.05% $18.0M $65.06
% of Fund (quarterly)    ACLC price (monthly, adj. close)

Other funds also holding ACLC

As of 2025 Q4 — sorted by position size

Sunpointe, LLC 1.77% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.07% Summit Asset Management, LLC 3Y 7Y 0.05% CRA Financial Services, LLC 3Y 7Y 0.05% SteelPeak Wealth, LLC 3Y 0.02% Midwest Trust Co 0.02% MML INVESTORS SERVICES, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%
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