AVUV — AMERICAN CENTY ETF TR

Ownership history in CAP Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CAP Partners, LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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
1.58% (2025 Q4)
Avg. % of fund
1.23%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,290 +296 +1.1% 1.58% $2.8M $101.72
2025 Q3 ADDED 26,994 +802 +3.1% 1.52% $2.7M $98.91
2025 Q2 ADDED 26,192 +1,882 +7.7% 1.50% $2.4M $90.12
2025 Q1 ADDED 24,310 +9,730 +66.7% 1.54% $2.1M $85.82
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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