AVUV — AMERICAN CENTY ETF TR

Ownership history in SATOVSKY ASSET MANAGEMENT LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which SATOVSKY ASSET MANAGEMENT LLC reported a position in AMERICAN CENTY ETF TR (AVUV). 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
22.08% (2022 Q2)
Avg. % of fund
14.68%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 619,836 +198 +0.0% 12.25% $63.2M $101.72
2025 Q3 REDUCED 619,638 -264 -0.0% 12.31% $61.7M $98.91
2025 Q2 ADDED 619,902 +7,277 +1.2% 12.02% $56.5M $90.12
2025 Q1 REDUCED 612,625 -1,911 -0.3% 11.95% $53.4M $85.82
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)

Other funds also holding AVUV

As of 2025 Q4 — sorted by position size

Sherrill & Hutchins Financial Advisory, Inc 22.59% QUARRY HILL ADVISORS, LLC 3Y 19.29% Meredith Wealth Planning 3Y 17.72% Mason Investment Advisory Services, Inc. 13.77% EAGLE WEALTH STRATEGIES LLC 12.87% Team Hewins, LLC 3Y 12.81% WMG Financial Advisors, LLC 3Y 12.58% Valued Wealth Advisors LLC 12.55% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94% Kondo Wealth Advisors, Inc. 11.89%
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