AVES AMERICAN CENTY ETF TR

Ownership history in Sensible Money, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sensible Money, LLC reported a position in AMERICAN CENTY ETF TR (AVES). 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
0.75% (2024 Q1)
Avg. % of fund
0.39%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,338 +5 +0.0% 0.30% $953K $58.25
2025 Q3 UNCHANGED 16,333 0% 0.32% $937K $56.22
2025 Q2 ADDED 16,333 +4 +0.0% 0.33% $875K $52.48
2025 Q1 UNCHANGED 16,329 0% 0.33% $770K $45.56
2024 Q4 ADDED 16,329 +9 +0.1% 0.33% $754K $44.64
2024 Q3 UNCHANGED 16,320 0% 0.37% $851K $48.92
2024 Q2 REDUCED 16,320 -845 -4.9% 0.39% $796K $45.74
2024 Q1 INITIATED 17,165 0.75% $703K
% of Fund (quarterly)    AVES price (monthly, adj. close)
← Back to Sensible Money, LLC Holdings