AVMA — AMERICAN CENTY ETF TR

Ownership history in CROSSPOINT FINANCIAL, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CROSSPOINT FINANCIAL, LLC reported a position in AMERICAN CENTY ETF TR (AVMA). 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
2.95% (2025 Q4)
Avg. % of fund
1.58%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 18,910 +8,310 +78.4% 2.95% $1.3M $66.08
2025 Q3 ADDED 10,600 +5,600 +112.0% 1.69% $690K $64.11
2025 Q2 UNCHANGED 5,000 — 0% 0.82% $307K $60.57
2025 Q1 INITIATED 5,000 — — 0.84% $290K $56.49
% of Fund (quarterly)    AVMA price (monthly, adj. close)

Other funds also holding AVMA

As of 2025 Q4 — sorted by position size

Great Point Wealth Advisors, LLC 3Y 7Y 1.1% Vawter Financial, Ltd. 0.41% Integrity Wealth Solutions LLC 0.25% Versant Capital Management, Inc 3Y 7Y 0.13% Keystone Financial Group, Inc. 0.07% Arlington Financial Advisors, LLC 3Y 7Y 0.03% DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% Plancorp, LLC 3Y 7Y 0.01% Sunbelt Securities, Inc. 3Y 7Y 0.01% OSAIC HOLDINGS, INC. 3Y 0.0%
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