AVIG — AMERICAN CENTY ETF TR

Ownership history in Echo Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in AMERICAN CENTY ETF TR (AVIG). 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
15.23% (2025 Q4)
Avg. % of fund
13.36%
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 622,214 +54,766 +9.7% 15.23% $26.1M $41.62
2025 Q3 ADDED 567,448 +50,660 +9.8% 13.94% $23.9M $41.17
2025 Q2 ADDED 516,788 +120,528 +30.4% 13.18% $21.5M $40.27
2025 Q1 INITIATED 396,260 — — 11.08% $16.4M $39.60
% of Fund (quarterly)    AVIG price (monthly, adj. close)

Other funds also holding AVIG

As of 2025 Q4 — sorted by position size

BCR Wealth Strategies, LLC 3Y 9.79% Ferguson Johnson Wealth Management Inc 9.06% Align Financial, LLC 7.52% Hill Investment Group Partners, LLC 6.91% Highland Financial Advisors, LLC 3Y 6.16% Centennial Wealth Advisory LLC 3Y 5.9% Verus Financial Partners, Inc. 3Y 7Y 5.7% REGATTA CAPITAL GROUP, LLC 3Y 4.88% Pacific Life Fund Advisors LLC 3Y 4.85% Allegiance Financial Group Advisory Services LLC 3Y 4.76%
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