CATF — AMERICAN CENTY ETF TR

Ownership history in Composition Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, LLC reported a position in AMERICAN CENTY ETF TR (CATF). 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
0.28% (2025 Q3)
Avg. % of fund
0.27%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 376,469 +7,203 +2.0% 0.27% $18.8M $49.68
2025 Q3 INITIATED 369,266 — — 0.28% $18.4M $48.90
% of Fund (quarterly)    CATF price (monthly, adj. close)

Other funds also holding CATF

As of 2025 Q4 — sorted by position size

San Luis Wealth Advisors LLC 3Y 1.2% Weaver Consulting Group 3Y 0.61% WEALTHGARDEN F.S. LLC 0.42% EHRLICH FINANCIAL GROUP 0.38% AMERICAN CENTURY COMPANIES INC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% Kestra Advisory Services, LLC 3Y 0.0% Mariner, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
← Back to Composition Wealth, LLC Holdings