AVUS — AMERICAN CENTY ETF TR

Ownership history in Prosperity Planning, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in AMERICAN CENTY ETF TR (AVUS). 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
1.51% (2025 Q4)
Avg. % of fund
0.92%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 51,580 +3,231 +6.7% 1.51% $5.8M $111.54
2025 Q3 ADDED 48,349 +2,888 +6.4% 1.42% $5.3M $108.15
2025 Q2 ADDED 45,461 +3,734 +8.9% 1.32% $4.6M $100.06
2025 Q1 ADDED 41,727 +962 +2.4% 1.21% $3.9M $91.39
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
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