AVRE AMERICAN CENTY ETF TR

Ownership history in Equita Financial Network, Inc.  ·  10 quarters on record

AI Ownership Summary

Equita Financial Network, Inc. reported AMERICAN CENTY ETF TR (AVRE) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.98% in 2025 Q2. The latest visible filing shows AVRE at 2.74% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Equita Financial Network, Inc.'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

AVRE was reported at 2.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.98% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 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.

How Equita Financial Network, Inc. held AVRE — position size vs. price
% of Fund (quarterly)    AVRE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 208,603 +20,318 +10.8% 2.74% $9.1M 2026-02-14 (Est.) $47.13
2025 Q3 ADDED 188,285 +18,496 +10.9% 2.83% $8.4M 2025-10-24 $44.65
2025 Q2 REDUCED 169,789 -12,151 -6.7% 2.98% $7.5M 2025-08-01 $42.42
2025 Q1 ADDED 181,940 +23,908 +15.1% 2.73% $7.8M 2025-04-28 $41.36
2024 Q4 ADDED 158,032 +9,936 +6.7% 2.39% $6.6M 2025-01-23 $40.65
2024 Q3 ADDED 148,096 +16,935 +12.9% 2.55% $7.0M 2024-11-07 $42.34
2024 Q2 ADDED 131,161 +16,954 +14.8% 2.26% $5.4M 2024-07-31 $40.96
2024 Q1 ADDED 114,207 +26,081 +29.6% 2.17% $4.8M 2024-05-02 $37.20
2023 Q4 REDUCED 88,126 -1,872 -2.1% 2.03% $3.8M 2024-02-12 $38.06
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Equita Financial Network, Inc. and AVRE

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

How long has Equita Financial Network, Inc. reported owning AVRE?

Equita Financial Network, Inc. reported AVRE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVRE position in Equita Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for AVRE was 2.98% in 2025 Q2.

What is the latest reported AVRE position on this page?

The most recent filing on this page is 2025 Q4, when Equita Financial Network, Inc. reported 208,603 shares, equal to 2.74% of portfolio, with an estimated market value of $9.1M.

What does the chart on this AVRE ownership page compare?

The chart compares Equita Financial Network, Inc.'s quarterly AVRE 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.

← Back to Equita Financial Network, Inc. Holdings