RDA Financial Network AVEM — AMERICAN CENTY ETF TR

Ownership history in RDA Financial Network  ·  4 quarters on record

AI Ownership Summary

RDA Financial Network reported AMERICAN CENTY ETF TR (AVEM) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows AVEM at 0.13% 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 RDA Financial Network'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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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.

AVEM stock page RDA Financial Network fund profile RDA Financial Network full holdings
How RDA Financial Network held AVEM — position size vs. price
% of Fund (quarterly)    AVEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,047 -3,576 -37.2% 0.13% $583K 2026-07-06 $95.31
2026 Q1 ADDED — — — 9,623 +5,424 +129.2% 0.19% $775K 2026-04-08 $85.20
2025 Q4 ADDED — — — 4,199 +37 +0.9% 0.08% $323K 2026-01-06 $79.66
2025 Q3 INITIATED — — — 4,162 — — 0.08% $313K 2025-10-08 $74.84

🏢 Other funds also holding AVEM

As of 2026 Q2 — sorted by position size

Pacific Excel Wealth Advisors, Inc. 3.78% Versant Capital Management, Inc 3Y 7Y 3.21% Adelphi Trust Co 3.02% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 2.55% 55 North Private Wealth, LLC 2.5% COLLECTIVE FAMILY OFFICE LLC 3Y 2.01% CGN Advisors LLC 3Y 1.93% Grove Bank & Trust 3Y 7Y 0.75% Dogwood Wealth Management LLC 0.75% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.64%

FAQ About RDA Financial Network and AVEM

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

How long has RDA Financial Network reported owning AVEM?

RDA Financial Network reported AVEM across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported AVEM position in RDA Financial Network's portfolio?

The largest reported portfolio weight for AVEM was 0.19% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q2, when RDA Financial Network reported 6,047 shares, equal to 0.13% of portfolio, with an estimated market value of $583K.

What does the chart on this AVEM ownership page compare?

The chart compares RDA Financial Network'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.

How well did RDA Financial Network time their AVEM position?

Based on 13F filing dates vs. subsequent AVEM price moves, RDA Financial Network correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AVEM relative to SPY over the holding period was +18.1%.

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