AVUV — AMERICAN CENTY ETF TR

Ownership history in Friday Financial  ·  5 quarters on record

This page tracks every 13F SEC filing in which Friday Financial 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
1.22% (2025 Q3)
Avg. % of fund
1.06%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 30,064 +841 +2.9% 1.08% $3.1M $101.72
2025 Q3 ADDED 29,223 +7,263 +33.1% 1.22% $2.9M $98.91
2025 Q2 ADDED 21,960 +2,100 +10.6% 1.02% $2.0M $90.12
2025 Q1 ADDED 19,860 +6,206 +45.5% 1.06% $1.8M $85.82
2024 Q4 INITIATED 13,654 — — 0.91% $1.3M $94.68
% 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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