AVEM — AMERICAN CENTY ETF TR

Ownership history in ACT Advisors, LLC.  ·  2 quarters on record

This page tracks every 13F SEC filing in which ACT Advisors, 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
9.34% (2025 Q4)
Avg. % of fund
9.17%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 307,508 +10,245 +3.4% 9.34% $23.7M $76.97
2025 Q3 INITIATED 297,263 — — 9.01% $22.3M $73.91
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7% Tarbox Family Office, Inc. 3Y 7Y 6.49%
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