AVUS AMERICAN CENTY ETF TR

Ownership history in Divergent Planning, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Divergent Planning, LLC reported a position in AMERICAN CENTY ETF TR (AVUS). 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
7.68% (2023 Q4)
Avg. % of fund
7.38%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 242,241 +11,928 +5.2% 6.96% $27.3M $111.54
2025 Q3 ADDED 230,313 +11,461 +5.2% 6.89% $23.3M $108.15
2025 Q1 ADDED 218,852 +2,946 +1.4% 6.79% $20.5M $91.39
2024 Q4 ADDED 215,906 +3,955 +1.9% 7.11% $20.8M $95.59
2024 Q3 ADDED 211,951 +6,149 +3.0% 7.53% $20.2M $93.52
2024 Q2 ADDED 205,802 +4,480 +2.2% 7.46% $18.7M $88.34
2024 Q1 ADDED 201,322 +5,201 +2.7% 7.59% $18.0M $87.37
2023 Q4 ADDED 196,121 +3,135 +1.6% 7.68% $15.9M $79.38
2023 Q3 ADDED 192,986 +980 +0.5% 7.64% $14.2M $71.01
2023 Q2 ADDED 192,006 +6,912 +3.7% 7.56% $14.4M $72.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUS price (monthly, adj. close)
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