PW ADVISORS, LLC \ FL AVEM β€” AMERICAN CENTY ETF TR

Ownership history in PW ADVISORS, LLC \ FL  Β·  3 quarters on record

AI Ownership Summary

PW ADVISORS, LLC \ FL reported AMERICAN CENTY ETF TR (AVEM) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 4.65% in 2026 Q2. The latest visible filing shows AVEM at 4.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PW ADVISORS, LLC \ FL's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AVEM was reported at 4.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.65% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PW ADVISORS, LLC \ FL held AVEM β€” position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 72,212 +1,035 +1.5% 4.65% $7.0M 2026-08-06 $91.67
2026 Q1 ADDED β€” β€” β€” 71,177 +6,110 +9.4% 4.30% $5.7M 2026-04-24 $89.28
2025 Q4 INITIATED β€” β€” β€” 65,067 β€” β€” 4.02% $5.0M 2026-02-17 $85.54

FAQ About PW ADVISORS, LLC \ FL and AVEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has PW ADVISORS, LLC \ FL reported owning AVEM?

PW ADVISORS, LLC \ FL reported AVEM across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AVEM position in PW ADVISORS, LLC \ FL's portfolio?

The largest reported portfolio weight for AVEM was 4.65% in 2026 Q2.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q2, when PW ADVISORS, LLC \ FL reported 72,212 shares, equal to 4.65% of portfolio, with an estimated market value of $7.0M.

What does the chart on this AVEM ownership page compare?

The chart compares PW ADVISORS, LLC \ FL's quarterly AVEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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