Nova R Wealth, Inc. AVGE — AMERICAN CENTY ETF TR

Ownership history in Nova R Wealth, Inc.  ·  9 quarters on record

AI Ownership Summary

Nova R Wealth, Inc. reported AMERICAN CENTY ETF TR (AVGE) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.96% in 2024 Q3. The latest visible filing shows AVGE at 2.74% 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
2026 Q1

AVGE was reported at 2.74% 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 2026 Q1

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.

AVGE stock page Nova R Wealth, Inc. fund profile Nova R Wealth, Inc. full holdings
How Nova R Wealth, Inc. held AVGE — position size vs. price
% of Fund (quarterly)    AVGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 97,677 -2,222 -2.2% 2.74% $8.6M 2026-04-17 $94.97
2025 Q4 REDUCED — — — 99,899 -2,174 -2.1% 3.13% $8.6M 2026-01-14 $88.79
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 — — 3.73% $7.1M 2024-04-12 $65.11

🏢 Other funds also holding AVGE

As of 2026 Q1 — sorted by position size

Meredith Wealth Planning 3Y 6.64% Frankly Finances, LLC 4.23% Pacific Asset Management, LLC 3.62% Intelligent Financial Strategies 3Y 2.97% Sprinkle Financial Consultants LLC 2.31% FMB WEALTH MANAGEMENT 2.26% Align Financial, LLC 2.23% Magnolia Private Wealth, LLC 2.08% Cogent Private Wealth, Inc. 2.06% Ridgeline Wealth, LLC 1.76%

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 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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 2026 Q1, when Nova R Wealth, Inc. reported 97,677 shares, equal to 2.74% 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.

How well did Nova R Wealth, Inc. time their AVGE position?

Based on 13F filing dates vs. subsequent AVGE price moves, Nova R Wealth, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on AVGE relative to SPY over the holding period was +1.2%.

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