Astra Wealth Partners LLC AVIV β€” AMERICAN CENTY ETF TR

Ownership history in Astra Wealth Partners LLC  Β·  6 quarters on record

AI Ownership Summary

Astra Wealth Partners LLC reported AMERICAN CENTY ETF TR (AVIV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2025 Q1. The latest visible filing shows AVIV at 0.67% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Astra Wealth Partners LLC's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AVIV was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Astra Wealth Partners LLC held AVIV β€” position size vs. price
% of Fund (quarterly)    AVIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 14,900 β€” 0% 0.67% $1.1M 2026-05-06 $79.38
2025 Q4 UNCHANGED β€” β€” β€” 14,900 β€” 0% 0.62% $1.1M 2026-02-02 $75.65
2025 Q3 UNCHANGED β€” β€” β€” 14,900 β€” 0% 0.67% $1.0M 2025-11-12 $68.96
2025 Q2 UNCHANGED β€” β€” β€” 14,900 β€” 0% 0.71% $927K 2025-08-05 $62.12
2025 Q1 UNCHANGED β€” β€” β€” 14,900 β€” 0% 0.77% $845K 2025-04-30 $56.46
2024 Q4 INITIATED β€” β€” β€” 14,900 β€” β€” 0.72% $773K 2025-02-12 $53.33

FAQ About Astra Wealth Partners LLC and AVIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Astra Wealth Partners LLC reported owning AVIV?

Astra Wealth Partners LLC reported AVIV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported AVIV position in Astra Wealth Partners LLC's portfolio?

The largest reported portfolio weight for AVIV was 0.77% in 2025 Q1.

What is the latest reported AVIV position on this page?

The most recent filing on this page is 2026 Q1, when Astra Wealth Partners LLC reported 14,900 shares, equal to 0.67% of portfolio, with an estimated market value of $1.1M.

What does the chart on this AVIV ownership page compare?

The chart compares Astra Wealth Partners LLC's quarterly AVIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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