AVLV — AMERICAN CENTY ETF TR

Ownership history in Pacifica Partners Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Pacifica Partners Inc. reported a position in AMERICAN CENTY ETF TR (AVLV). 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
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 219 — 0% 0.01% $16K $71.79
2025 Q2 INITIATED 219 — — 0.01% $15K $67.60
% of Fund (quarterly)    AVLV price (monthly, adj. close)

Other funds also holding AVLV

As of 2025 Q4 — sorted by position size

INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.08% Falcon Wealth Planning 3Y 11.51% Cannon Financial Strategists, Inc. 11.42% Northland Capital Management LLC 3Y 11.05% Oceanside Advisors LLC 11.02% JRM Investment Counsel, LLC 3Y 7Y 10.94% Heritage Wealth Management, Inc. /CA/ 10.41% VOISARD ASSET MANAGEMENT GROUP, INC. 10.16% Shotwell Rutter Baer Inc 10.07% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 9.75%
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