AVUV — AMERICAN CENTY ETF TR

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in AMERICAN CENTY ETF TR (AVUV). 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
0.62% (2025 Q2)
Avg. % of fund
0.54%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 21,934 +4,695 +27.2% 0.62% $2.0M $90.12
2025 Q1 ADDED 17,239 +509 +3.0% 0.56% $1.5M $85.82
2024 Q4 ADDED 16,730 +968 +6.1% 0.49% $1.6M $94.68
2024 Q3 ADDED 15,762 +238 +1.5% 0.61% $1.5M $93.71
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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