AVES AMERICAN CENTY ETF TR

Ownership history in Oceanside Advisors LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Oceanside Advisors LLC reported a position in AMERICAN CENTY ETF TR (AVES). 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
3.35% (2025 Q2)
Avg. % of fund
3.18%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 92,206 -753 -0.8% 3.26% $5.4M $58.25
2025 Q3 REDUCED 92,959 -574 -0.6% 3.33% $5.3M $56.22
2025 Q2 ADDED 93,533 +2,040 +2.2% 3.35% $5.0M $52.48
2025 Q1 ADDED 91,493 +6,239 +7.3% 3.12% $4.3M $45.56
2024 Q4 ADDED 85,254 +2,651 +3.2% 2.94% $3.9M $44.64
2024 Q3 ADDED 82,603 +2,189 +2.7% 3.21% $4.3M $48.92
2024 Q2 ADDED 80,414 +916 +1.2% 3.17% $3.9M $45.74
2024 Q1 ADDED 79,498 +3,379 +4.4% 3.12% $3.8M $44.03
2023 Q4 INITIATED 76,119 3.09% $3.5M
% of Fund (quarterly)    AVES price (monthly, adj. close)
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