AVLC — AMERICAN CENTY ETF TR

Ownership history in Focus Partners Advisor Solutions, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, LLC reported a position in AMERICAN CENTY ETF TR (AVLC). 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
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,158 +5,408 +113.9% 0.01% $793K $76.15
2025 Q2 INITIATED 4,750 — — 0.00% $337K $70.58
% of Fund (quarterly)    AVLC price (monthly, adj. close)

Other funds also holding AVLC

As of 2025 Q4 — sorted by position size

Ridgeline Wealth, LLC 24.22% Oak Root LLC 23.16% Buttonwood Financial Group, LLC 3Y 14.89% Cypress Point Wealth Management, LLC 3Y 7.86% Pacific Life Fund Advisors LLC 3Y 6.75% ARCADIA INVESTMENT ADVISORS LLC 5.16% Mendota Financial Group, LLC 3Y 4.23% Dogwood Wealth Management LLC 3.92% Well Done, LLC 3Y 7Y 3.5% Prosperity Planning, Inc. 3Y 2.69%
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