ACLC — AMERICAN CENTY ETF TR

Ownership history in Midwest Trust Co  ·  3 quarters on record

This page tracks every 13F SEC filing in which Midwest Trust Co reported a position in AMERICAN CENTY ETF TR (ACLC). 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
0.03% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 21,788 -247 -1.1% 0.02% $1.7M $78.25
2025 Q3 REDUCED 22,035 -3,529 -13.8% 0.02% $1.7M $76.99
2025 Q2 INITIATED 25,564 — — 0.03% $1.8M $72.04
% of Fund (quarterly)    ACLC price (monthly, adj. close)

Other funds also holding ACLC

As of 2025 Q4 — sorted by position size

Sunpointe, LLC 1.77% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.07% Summit Asset Management, LLC 3Y 7Y 0.05% CRA Financial Services, LLC 3Y 7Y 0.05% Focus Partners Wealth 3Y 7Y 0.03% SteelPeak Wealth, LLC 3Y 0.02% MML INVESTORS SERVICES, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%
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