AVES — AMERICAN CENTY ETF TR

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
7.83% (2023 Q2)
Avg. % of fund
5.88%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 280,157 +1,802 +0.6% 4.86% $16.3M $58.25
2025 Q3 ADDED 278,355 +6,914 +2.5% 5.06% $16.0M $56.22
2025 Q2 ADDED 271,441 +35,187 +14.9% 5.28% $14.5M $52.48
2025 Q1 ADDED 236,254 +6,810 +3.0% 4.91% $11.1M $45.56
9 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% 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% MB Generational Wealth, LLC 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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