AVMV β€” AMERICAN CENTY ETF TR

Ownership history in ECLECTIC ASSOCIATES INC /ADV  Β·  7 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported AMERICAN CENTY ETF TR (AVMV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 4.02% in 2026 Q1. The latest visible filing shows AVMV at 4.02% 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 AVMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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

AVMV was reported at 4.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.02% 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
2024 Q3 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 ECLECTIC ASSOCIATES INC /ADV held AVMV β€” position size vs. price
% of Fund (quarterly)    AVMV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 407,811 +125,065 +44.2% 4.02% $30.2M 2026-04-08 $76.11
2025 Q4 ADDED 282,746 +114,433 +68.0% 3.14% $20.1M 2026-02-03 $75.50
2025 Q3 ADDED 168,313 +46,151 +37.8% 2.13% $11.6M 2025-10-09 $67.99
2025 Q2 ADDED 122,162 +45,661 +59.7% 1.74% $8.0M 2025-07-17 $65.99
2025 Q1 ADDED 76,501 +39,641 +107.5% 1.26% $4.7M 2025-04-10 $55.34
2024 Q4 ADDED 36,860 +25,460 +223.3% 0.71% $2.4M 2025-01-21 $68.51
2024 Q3 INITIATED 11,400 β€” β€” 0.29% $732K 2024-10-04 $63.50

🏒 Other funds also holding AVMV

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.04% Wedmont Private Capital 3Y 0.02%

FAQ About ECLECTIC ASSOCIATES INC /ADV and AVMV

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning AVMV?

ECLECTIC ASSOCIATES INC /ADV reported AVMV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported AVMV position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for AVMV was 4.02% in 2026 Q1.

What is the latest reported AVMV position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 407,811 shares, equal to 4.02% of portfolio, with an estimated market value of $30.2M.

What does the chart on this AVMV ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV's quarterly AVMV 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.

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