AVUV — AMERICAN CENTY ETF TR

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which OXFORD FINANCIAL GROUP, LTD. LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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
4.73% (2023 Q4)
Avg. % of fund
4.28%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 668,662 -23,352 -3.4% 3.75% $68.2M $101.72
2025 Q3 REDUCED 692,014 -38,245 -5.2% 3.90% $68.9M $98.91
2025 Q2 ADDED 730,259 +24,544 +3.5% 3.95% $66.5M $90.12
2025 Q1 ADDED 705,715 +12,580 +1.8% 4.31% $61.5M $85.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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