AVLV — AMERICAN CENTY ETF TR

Ownership history in Echo Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, LLC reported a position in AMERICAN CENTY ETF TR (AVLV). 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
7.25% (2024 Q1)
Avg. % of fund
6.37%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 122,311 -36,545 -23.0% 5.41% $9.3M $75.56
2025 Q3 ADDED 158,856 +2,432 +1.6% 6.70% $11.5M $71.79
2025 Q2 ADDED 156,424 +4,950 +3.3% 6.54% $10.7M $67.60
2025 Q1 ADDED 151,474 +4,447 +3.0% 6.67% $9.9M $64.35
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVLV price (monthly, adj. close)

Other funds also holding AVLV

As of 2025 Q4 — sorted by position size

INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.08% Falcon Wealth Planning 3Y 11.51% Cannon Financial Strategists, Inc. 11.42% Northland Capital Management LLC 3Y 11.05% Oceanside Advisors LLC 11.02% JRM Investment Counsel, LLC 3Y 7Y 10.94% Heritage Wealth Management, Inc. /CA/ 10.41% VOISARD ASSET MANAGEMENT GROUP, INC. 10.16% Shotwell Rutter Baer Inc 10.07% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 9.75%
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