Ownership history in BSW Wealth Partners · 9 quarters on record
This page tracks every 13F SEC filing in which BSW Wealth Partners reported a position in AMERICAN CENTY ETF TR (AVUS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 363,168 | -19,346 | -5.1% | 4.87% | $40.6M | $111.54 |
| 2025 Q3 | ADDED | 382,514 | +16,614 | +4.5% | 5.18% | $41.6M | $108.15 |
| 2025 Q2 | ADDED | 365,900 | +23,253 | +6.8% | 5.06% | $36.9M | $100.06 |
| 2025 Q1 | REDUCED | 342,647 | -3,825 | -1.1% | 4.81% | $31.7M | $91.39 |
| 2024 Q4 | ADDED | 346,472 | +15,029 | +4.5% | 4.93% | $33.6M | $95.59 |
| 2024 Q3 | ADDED | 331,443 | +20,431 | +6.6% | 4.73% | $31.5M | $93.52 |
| 2024 Q2 | ADDED | 311,012 | +98,797 | +46.6% | 4.60% | $28.1M | $88.34 |
| 2024 Q1 | ADDED | 212,215 | +198,358 | +1431.5% | 3.22% | $19.0M | $87.37 |
| 2023 Q4 | INITIATED | 13,857 | — | — | 0.22% | $1.1M | — |
As of 2025 Q4 — sorted by position size