FDG β€” AMERICAN CENTY ETF TR

Ownership history in Elevation Capital Advisory, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Elevation Capital Advisory, LLC reported a position in AMERICAN CENTY ETF TR (FDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.27% (2025 Q2)
πŸ“Š Avg. % of fund
1.72%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    FDG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,330 -71,445 -95.5% 0.16% $401K $120.44
2025 Q2 INITIATED 74,775 β€” β€” 3.27% $8.2M $109.26

🏒 Other funds also holding FDG

As of 2025 Q4 β€” sorted by position size

Sunpointe, LLC 2.07% ERn Financial, LLC 3Y 7Y 1.53% Koenig Investment Advisory, LLC 1.51% Slagle Financial, LLC 1.24% Delta Investment Management, LLC 3Y 7Y 1.21% Dominguez Wealth Management Solutions, Inc. 3Y 0.99% WIN ADVISORS, INC 3Y 0.91% Prosperity Financial Group, Inc. 0.66% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.42% Stratos Wealth Advisors, LLC 3Y 7Y 0.39%
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