AVUS — AMERICAN CENTY ETF TR

Ownership history in Meredith Wealth Planning  ·  12 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning 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
3.33% (2023 Q3)
Avg. % of fund
2.99%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 89,620 -2,210 -2.4% 2.98% $10.0M $111.54
2025 Q3 ADDED 91,830 +9,173 +11.1% 3.16% $10.0M $108.15
2025 Q2 ADDED 82,657 +15,479 +23.0% 3.03% $8.3M $100.06
2025 Q1 REDUCED 67,178 -128 -0.2% 2.74% $6.2M $91.39
8 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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