PACIFIC FINANCIAL GROUP INC AVGE β€” AMERICAN CENTY ETF TR

Ownership history in PACIFIC FINANCIAL GROUP INC  Β·  1 quarter on record

AI Ownership Summary

PACIFIC FINANCIAL GROUP INC reported AMERICAN CENTY ETF TR (AVGE) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.33% in 2025 Q3. The latest visible filing shows AVGE at 0.33% 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 PACIFIC FINANCIAL GROUP 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 Q3

AVGE was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 PACIFIC FINANCIAL GROUP INC held AVGE β€” position size vs. price
% of Fund (quarterly)    AVGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 5,379 β€” β€” 0.33% $449K 2025-11-12 $84.26

FAQ About PACIFIC FINANCIAL GROUP 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 PACIFIC FINANCIAL GROUP INC reported owning AVGE?

PACIFIC FINANCIAL GROUP INC reported AVGE across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported AVGE position in PACIFIC FINANCIAL GROUP INC's portfolio?

The largest reported portfolio weight for AVGE was 0.33% in 2025 Q3.

What is the latest reported AVGE position on this page?

The most recent filing on this page is 2025 Q3, when PACIFIC FINANCIAL GROUP INC reported 5,379 shares, equal to 0.33% of portfolio, with an estimated market value of $449K.

What does the chart on this AVGE ownership page compare?

The chart compares PACIFIC FINANCIAL GROUP 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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