AVDE β€” AMERICAN CENTY ETF TR

Ownership history in Nova R Wealth, Inc.  Β·  14 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported AMERICAN CENTY ETF TR (AVDE) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q4. The latest visible filing shows AVDE at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nova R Wealth, Inc.'s position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVDE was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Nova R Wealth, Inc. held AVDE β€” position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,254 +4,965 +20.4% 0.88% $2.4M 2026-02-14 (Est.) $90.50
2025 Q3 ADDED 24,289 +497 +2.1% 0.81% $1.9M 2025-10-23 $78.65
2025 Q2 ADDED 23,792 +219 +0.9% 0.82% $1.8M 2025-07-17 $72.81
2025 Q1 REDUCED 23,573 -551 -2.3% 0.77% $1.6M 2025-04-23 $65.17
2024 Q4 ADDED 24,124 +318 +1.3% 0.75% $1.5M 2025-01-30 $62.55
2024 Q3 REDUCED 23,806 -93 -0.4% 0.79% $1.6M 2024-10-15 $62.59
2024 Q2 ADDED 23,899 +433 +1.8% 0.77% $1.5M 2024-07-18 $61.37
2024 Q1 ADDED 23,466 +9,714 +70.6% 0.78% $1.5M 2024-04-12 $58.42
2023 Q4 ADDED 13,752 +262 +1.9% 0.52% $831K 2024-01-19 $55.37
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Nova R Wealth, Inc. and AVDE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nova R Wealth, Inc. reported owning AVDE?

Nova R Wealth, Inc. reported AVDE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVDE position in Nova R Wealth, Inc.'s portfolio?

The largest reported portfolio weight for AVDE was 0.88% in 2025 Q4.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 29,254 shares, equal to 0.88% of portfolio, with an estimated market value of $2.4M.

What does the chart on this AVDE ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly AVDE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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