Empowered Funds, LLC AVES — AMERICAN CENTY ETF TR

Ownership history in Empowered Funds, LLC  ·  6 quarters on record

AI Ownership Summary

Empowered Funds, LLC reported AMERICAN CENTY ETF TR (AVES) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.59% in 2024 Q2. The latest visible filing shows AVES at 0.32% 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 AVES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empowered Funds, LLC'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
2025 Q4

AVES was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

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.

AVES stock page Empowered Funds, LLC fund profile Empowered Funds, LLC full holdings
How Empowered Funds, LLC held AVES — position size vs. price
% of Fund (quarterly)    AVES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 11.7% +3.0% ❌ 694,140 -91,746 -11.7% 0.32% $40.5M 2026-02-14 (Est.) $64.61
2025 Q2 REDUCED — — — 785,886 -10,664 -1.3% 0.48% $42.1M 2025-08-11 $53.77
2025 Q1 ADDED — — — 796,550 +40,768 +5.4% 0.53% $37.6M 2025-05-16 $48.81
2024 Q4 ADDED — — — 755,782 +37,246 +5.2% 0.51% $34.9M 2025-01-28 $44.44
2024 Q3 ADDED — — — 718,536 +14,454 +2.1% 0.59% $37.5M 2024-11-06 $47.19
2024 Q2 INITIATED — — — 704,082 — — 0.59% $34.3M 2024-07-30 $45.36

🏢 Other funds also holding AVES

As of 2026 Q1 — sorted by position size

Golden Bell Financial Planning LLC 6.43% ATLas Financial Planning LLC 5.39% Meredith Wealth Planning 3Y 4.64% FIDELITY D & D BANCORP INC 4.44% Summit Portfolio Management, LTD. 4.21% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 3.68% Armbruster Capital Management, Inc. 3Y 7Y 3.42% Oceanside Advisors LLC 3.2% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 3.14% MB Generational Wealth, LLC 2.37%

FAQ About Empowered Funds, LLC and AVES

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

How long has Empowered Funds, LLC reported owning AVES?

Empowered Funds, LLC reported AVES across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AVES position in Empowered Funds, LLC's portfolio?

The largest reported portfolio weight for AVES was 0.59% in 2024 Q2.

What is the latest reported AVES position on this page?

The most recent filing on this page is 2025 Q4, when Empowered Funds, LLC reported 694,140 shares, equal to 0.32% of portfolio, with an estimated market value of $40.5M.

What does the chart on this AVES ownership page compare?

The chart compares Empowered Funds, LLC's quarterly AVES 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.

How well did Empowered Funds, LLC time their AVES position?

Based on 13F filing dates vs. subsequent AVES price moves, Empowered Funds, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AVES relative to SPY over the holding period was +7.1%.

← Back to Empowered Funds, LLC Holdings