AVEM AMERICAN CENTY ETF TR

Ownership history in ABLE Financial Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ABLE Financial Group, LLC reported a position in AMERICAN CENTY ETF TR (AVEM). 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
1.87% (2025 Q4)
Avg. % of fund
1.67%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,242 +9,002 +8.2% 1.87% $9.2M $76.97
2025 Q3 ADDED 110,240 +4,099 +3.9% 1.79% $8.3M $73.91
2025 Q2 ADDED 106,141 +14,806 +16.2% 1.76% $7.3M $67.45
2025 Q1 ADDED 91,335 +10,376 +12.8% 1.54% $5.5M $58.57
2024 Q4 INITIATED 80,959 1.41% $4.8M $57.23
% of Fund (quarterly)    AVEM price (monthly, adj. close)
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