Ownership history in Prosperity Planning, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Prosperity Planning, Inc. underperformed the S&P 500 by β6.2% annually on this AVEM position. Timing score: 76% (13/17 decisions correct). Average cost basis: $52.41. Maximum drawdown during holding period: β32.0%.
β Significantly underperformed the S&P 500 by 6.2% ann.
20 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
13 of 17 add/trim decisions correct
Best entry: $41.33 (2022 Q3) Β· Worst: $73.91 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 1 trim. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Prosperity Planning, Inc. has been actively increasing its AVEM allocation β a bullish signal from insiders.
Currently 2.78% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size