AVUS — AMERICAN CENTY ETF TR

Ownership history in Leo Wealth, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVUS). 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
3.92% (2025 Q4)
Avg. % of fund
3.7%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 483,817 +216,502 +81.0% 3.92% $54.1M $111.54
2025 Q3 REDUCED 267,315 -197,809 -42.5% 3.77% $29.1M $108.15
2025 Q2 ADDED 465,124 +198,393 +74.4% 3.65% $46.9M $100.06
2025 Q1 REDUCED 266,731 -176,904 -39.9% 3.54% $24.6M $91.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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