AVEM — AMERICAN CENTY ETF TR

Ownership history in Paladin Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Paladin Wealth, LLC reported a position in AMERICAN CENTY ETF TR (AVEM). 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
2.01% (2025 Q4)
Avg. % of fund
1.48%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,269 +5,951 +18.4% 2.01% $2.9M $76.97
2025 Q3 ADDED 32,318 +3,118 +10.7% 1.76% $2.4M $73.91
2025 Q2 ADDED 29,200 +680 +2.4% 1.56% $2.0M $67.45
2025 Q1 ADDED 28,520 +9,661 +51.2% 1.54% $1.7M $58.57
2024 Q4 ADDED 18,859 +139 +0.7% 0.96% $1.1M $57.23
2024 Q3 INITIATED 18,720 — — 1.06% $1.2M $61.56
% of Fund (quarterly)    AVEM price (monthly, adj. close)

Other funds also holding AVEM

As of 2025 Q4 — sorted by position size

Oak Root LLC 10.01% Morton Brown Family Wealth, LLC 3Y 9.53% ACT Advisors, LLC. 3Y 9.34% Armstrong, Fleming & Moore, Inc 8.32% WJ Interests, LLC 3Y 8.31% Savant Capital, LLC 3Y 7Y 8.08% JRM Investment Counsel, LLC 3Y 7Y 7.06% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 6.9% McLean Asset Management Corp 3Y 6.75% Fort Vancouver Investment Management, LLC 6.7%
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