AVIV — AMERICAN CENTY ETF TR

Ownership history in Linscomb Wealth, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in AMERICAN CENTY ETF TR (AVIV). 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
0.82% (2025 Q4)
Avg. % of fund
0.4%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 274,167 +41,918 +18.0% 0.82% $19.5M $71.14
2025 Q3 ADDED 232,249 +71,374 +44.4% 0.67% $15.7M $66.39
2025 Q2 ADDED 160,875 +19,103 +13.5% 0.46% $10.0M $61.26
2025 Q1 ADDED 141,772 +38,137 +36.8% 0.40% $8.0M $54.79
2024 Q4 ADDED 103,635 +53,441 +106.5% 0.27% $5.4M $50.17
2024 Q3 ADDED 50,194 +45,066 +878.8% 0.14% $2.8M $53.60
2024 Q2 INITIATED 5,128 — — 0.01% $269K —
% of Fund (quarterly)    AVIV price (monthly, adj. close)

Other funds also holding AVIV

As of 2025 Q4 — sorted by position size

Foundry Financial Group, Inc. 8.63% ATLas Financial Planning LLC 5.82% Wright Wealth LLC 5.5% Paladin Advisory Group, LLC 3Y 5.21% Northland Capital Management LLC 3Y 4.48% IAG Wealth Partners, LLC 3Y 4.47% Allegiance Financial Group Advisory Services LLC 3Y 4.34% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 4.19% BAYSHORE ASSET MANAGEMENT, LLC 3Y 3.42% B&D White Capital Company, LLC 3Y 3.07%
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