AVEM — AMERICAN CENTY ETF TR

Ownership history in Collaborative Wealth Managment Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. reported a position in AMERICAN CENTY ETF TR (AVEM). 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
2.46% (2025 Q3)
Avg. % of fund
1.37%
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 90,283 +9,165 +11.3% 2.45% $7.0M $76.97
2025 Q3 ADDED 81,118 +8,874 +12.3% 2.46% $6.1M $73.91
2025 Q2 ADDED 72,244 +9,669 +15.5% 2.16% $5.0M $67.45
2025 Q1 ADDED 62,575 +3,516 +6.0% 1.76% $3.8M $58.57
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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