AVGE β€” AMERICAN CENTY ETF TR

Ownership history in Nova R Wealth, Inc.  Β·  8 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported AMERICAN CENTY ETF TR (AVGE) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 3.96% in 2024 Q3. The latest visible filing shows AVGE at 3.13% 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.

What this AVGE 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

AVGE was reported at 3.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 AVGE β€” position size vs. price
% of Fund (quarterly)    AVGE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99,899 -2,174 -2.1% 3.13% $8.6M 2026-02-14 (Est.) $92.26
2025 Q3 REDUCED 102,073 -1,521 -1.5% 3.61% $8.5M 2025-10-23 $83.02
2025 Q2 REDUCED 103,594 -1,548 -1.5% 3.73% $8.0M 2025-07-17 $77.68
2025 Q1 REDUCED 105,142 -3,084 -2.8% 3.71% $7.5M 2025-04-23 $67.60
2024 Q4 REDUCED 108,226 -627 -0.6% 3.95% $7.8M 2025-01-30 $73.78
2024 Q3 REDUCED 108,853 -1,324 -1.2% 3.96% $8.0M 2024-10-15 $71.69
2024 Q2 ADDED 110,177 +7,792 +7.6% 3.94% $7.6M 2024-07-18 $69.22
2024 Q1 INITIATED 102,385 β€” β€” 3.73% $7.1M 2024-04-12 $65.11

FAQ About Nova R Wealth, Inc. and AVGE

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 AVGE?

Nova R Wealth, Inc. reported AVGE across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

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

The largest reported portfolio weight for AVGE was 3.96% in 2024 Q3.

What is the latest reported AVGE position on this page?

The most recent filing on this page is 2025 Q4, when Nova R Wealth, Inc. reported 99,899 shares, equal to 3.13% of portfolio, with an estimated market value of $8.6M.

What does the chart on this AVGE ownership page compare?

The chart compares Nova R Wealth, Inc.'s quarterly AVGE 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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