Echo Wealth Management, LLC AVIG β€” AMERICAN CENTY ETF TR

Ownership history in Echo Wealth Management, LLC  Β·  5 quarters on record

AI Ownership Summary

Echo Wealth Management, LLC reported AMERICAN CENTY ETF TR (AVIG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 18.54% in 2026 Q1. The latest visible filing shows AVIG at 18.54% 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 AVIG ownership page tells you

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

AVIG was reported at 18.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.54% 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 Echo Wealth Management, LLC held AVIG β€” position size vs. price
% of Fund (quarterly)    AVIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 775,059 +152,845 +24.6% 18.54% $32.2M 2026-04-21 $41.69
2025 Q4 ADDED β€” β€” β€” 622,214 +54,766 +9.7% 15.23% $26.1M 2026-01-22 $41.52
2025 Q3 ADDED β€” β€” β€” 567,448 +50,660 +9.8% 13.94% $23.9M 2025-10-22 $41.50
2025 Q2 ADDED β€” β€” β€” 516,788 +120,528 +30.4% 13.18% $21.5M 2025-07-22 $40.04
2025 Q1 INITIATED β€” β€” β€” 396,260 β€” β€” 11.08% $16.4M 2025-04-22 $38.91

FAQ About Echo Wealth Management, LLC and AVIG

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

How long has Echo Wealth Management, LLC reported owning AVIG?

Echo Wealth Management, LLC reported AVIG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported AVIG position in Echo Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AVIG was 18.54% in 2026 Q1.

What is the latest reported AVIG position on this page?

The most recent filing on this page is 2026 Q1, when Echo Wealth Management, LLC reported 775,059 shares, equal to 18.54% of portfolio, with an estimated market value of $32.2M.

What does the chart on this AVIG ownership page compare?

The chart compares Echo Wealth Management, LLC's quarterly AVIG 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 Echo Wealth Management, LLC time their AVIG position?

Based on 13F filing dates vs. subsequent AVIG price moves, Echo Wealth Management, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on AVIG relative to SPY over the holding period was -20.7%.

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