AVUQ β€” AMERICAN CENTY ETF TR

Ownership history in Plancorp, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in AMERICAN CENTY ETF TR (AVUQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2025 Q4)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    AVUQ price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,995 +400 +11.1% 0.01% $240K $60.13
2025 Q3 INITIATED 3,595 β€” β€” 0.01% $213K $59.27

🏒 Other funds also holding AVUQ

As of 2025 Q4 β€” sorted by position size

Strategic Blueprint, LLC 3Y 7Y 0.93% True Wealth Design, LLC 3Y 0.41% Cresset Asset Management, LLC 3Y 7Y 0.3% LEGACY FINANCIAL GROUP, INC. 3Y 0.19% EnRich Financial Partners LLC 0.11% Herold Advisors, Inc. 3Y 0.11% Sankala Group LLC 0.04% Orion Capital Management LLC 3Y 0.0% LPL Financial LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0%
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