AVUS — AMERICAN CENTY ETF TR

Ownership history in Echo Wealth Management, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Echo Wealth Management, 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
7.93% (2023 Q2)
Avg. % of fund
6.57%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 80,561 -13,920 -14.7% 5.26% $9.0M $111.54
2025 Q3 ADDED 94,481 +858 +0.9% 5.99% $10.3M $108.15
2025 Q2 ADDED 93,623 +3,898 +4.3% 5.78% $9.4M $100.06
2025 Q1 ADDED 89,725 +1,484 +1.7% 5.60% $8.3M $91.39
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% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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