AVRE — AMERICAN CENTY ETF TR

Ownership history in BetterWealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in AMERICAN CENTY ETF TR (AVRE). 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
4.62% (2022 Q4)
Avg. % of fund
3.65%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 331,488 +14,839 +4.7% 3.29% $14.4M $43.49
2025 Q3 ADDED 316,649 +2,609 +0.8% 3.35% $14.1M $43.89
2025 Q2 ADDED 314,040 +7,579 +2.5% 3.55% $13.9M $42.94
2025 Q1 ADDED 306,461 +21,405 +7.5% 3.70% $13.2M $41.45
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVRE price (monthly, adj. close)

Other funds also holding AVRE

As of 2025 Q4 — sorted by position size

Physician Wealth Solutions Inc. 5.39% ShankerValleau Wealth Advisors, Inc. 3Y 4.53% SENTINEL WEALTH MANAGEMENT, INC. 4.31% Prairiewood Capital, LLC 3Y 3.86% Seaside Wealth Management, Inc. 3Y 3.3% QUARRY HILL ADVISORS, LLC 3Y 2.92% Allegiance Financial Group Advisory Services LLC 3Y 2.83% Equita Financial Network, Inc. 2.74% WorthPointe, LLC 3Y 2.61% LAM GROUP, INC. 3Y 2.58%
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