AVDE — AMERICAN CENTY ETF TR

Ownership history in EWG Elevate Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in AMERICAN CENTY ETF TR (AVDE). 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
0.1% (2025 Q2)
Avg. % of fund
0.1%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 4,188 — — 0.10% $310K $73.08
% of Fund (quarterly)    AVDE price (monthly, adj. close)

Other funds also holding AVDE

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 18.02% Oak Root LLC 14.2% Yardley Wealth Management LLC 13.14% Echo Wealth Management, LLC 3Y 12.62% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 10.34% GRAND WEALTH MANAGEMENT, LLC 3Y 10.16% ACT Advisors, LLC. 3Y 10.1% BCR Wealth Strategies, LLC 3Y 9.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 8.8% Trellis Wealth Advisors LLC 8.1%
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