Centennial Wealth Advisory LLC AVEM AMERICAN CENTY ETF TR

Ownership history in Centennial Wealth Advisory LLC  ·  5 quarters on record

AI Ownership Summary

Centennial Wealth Advisory LLC reported AMERICAN CENTY ETF TR (AVEM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.77% in 2026 Q1. The latest visible filing shows AVEM at 0.77% 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 AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centennial Wealth Advisory 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

AVEM was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 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 Centennial Wealth Advisory LLC held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 39,347 +11,396 +40.8% 0.77% $3.2M 2026-04-20 $89.24
2025 Q4 ADDED 27,951 +1,246 +4.7% 0.57% $2.2M 2026-01-14 $80.99
2025 Q3 ADDED 26,705 +8,707 +48.4% 0.56% $2.0M 2025-10-22 $75.04
2025 Q2 ADDED 17,998 +13,729 +321.6% 0.39% $1.2M 2025-07-17 $68.95
2025 Q1 INITIATED 4,269 0.09% $257K 2025-04-21 $56.56

FAQ About Centennial Wealth Advisory LLC and AVEM

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

How long has Centennial Wealth Advisory LLC reported owning AVEM?

Centennial Wealth Advisory LLC reported AVEM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AVEM position in Centennial Wealth Advisory LLC's portfolio?

The largest reported portfolio weight for AVEM was 0.77% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when Centennial Wealth Advisory LLC reported 39,347 shares, equal to 0.77% of portfolio, with an estimated market value of $3.2M.

What does the chart on this AVEM ownership page compare?

The chart compares Centennial Wealth Advisory LLC's quarterly AVEM 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.

How well did Centennial Wealth Advisory LLC time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, Centennial Wealth Advisory LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AVEM relative to SPY over the holding period was +73.1%.

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