AVES — AMERICAN CENTY ETF TR

Ownership history in MB Generational Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which MB Generational Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVES). 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
3.26% (2024 Q2)
Avg. % of fund
2.86%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 70,823 +4,704 +7.1% 2.19% $4.1M $58.25
2025 Q3 REDUCED 66,119 -21,122 -24.2% 2.41% $3.8M $56.22
2025 Q1 ADDED 87,241 +216 +0.2% 3.07% $4.1M $45.56
2024 Q4 ADDED 87,025 +1,148 +1.3% 2.95% $4.0M $44.64
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVES price (monthly, adj. close)

Other funds also holding AVES

As of 2025 Q4 — sorted by position size

ATLas Financial Planning LLC 5.5% Meredith Wealth Planning 3Y 4.86% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 4.56% Armbruster Capital Management, Inc. 3Y 7Y 3.4% Oceanside Advisors LLC 3.26% Allegiance Financial Group Advisory Services LLC 3Y 2.26% Northland Capital Management LLC 3Y 2.19% BAYSHORE ASSET MANAGEMENT, LLC 3Y 2.18% B&D White Capital Company, LLC 3Y 2.02% 1620 INVESTMENT ADVISORS, INC. 3Y 1.96%
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