AVEM AMERICAN CENTY ETF TR

Ownership history in SENTINEL PENSION ADVISORS, LLC  ·  20 quarters on record

AI Ownership Summary

SENTINEL PENSION ADVISORS, LLC reported AMERICAN CENTY ETF TR (AVEM) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows AVEM at 0.58% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SENTINEL PENSION ADVISORS, LLC'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 Q1

AVEM was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% 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
2023 Q4 to 2026 Q1

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 SENTINEL PENSION ADVISORS, LLC 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 48,877 +2,045 +4.4% 0.58% $3.9M 2026-04-16 $88.11
2025 Q4 ADDED 46,832 +10,762 +29.8% 0.55% $3.6M 2026-01-12 $80.93
2025 Q3 ADDED 36,070 +1,202 +3.4% 0.43% $2.7M 2025-10-21 $74.93
2025 Q2 REDUCED 34,868 -849 -2.4% 0.40% $2.4M 2025-07-14 $67.96
2025 Q1 REDUCED 35,717 -1,312 -3.5% 0.40% $2.1M 2025-04-14 $56.63
2024 Q4 ADDED 37,029 +3,569 +10.7% 0.40% $2.2M 2025-01-13 $55.59
2024 Q3 ADDED 33,460 +157 +0.5% 0.42% $2.2M 2024-10-16 $61.06
2024 Q2 REDUCED 33,303 -1,885 -5.4% 0.42% $2.0M 2024-07-12 $60.47
2024 Q1 REDUCED 35,188 -6,599 -15.8% 0.44% $2.0M 2024-05-14 $57.78
2023 Q4 ADDED 41,787 +2,304 +5.8% 0.56% $2.4M 2024-02-14 $52.93
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SENTINEL PENSION ADVISORS, LLC and AVEM

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

How long has SENTINEL PENSION ADVISORS, LLC reported owning AVEM?

SENTINEL PENSION ADVISORS, LLC reported AVEM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVEM position in SENTINEL PENSION ADVISORS, LLC's portfolio?

The largest reported portfolio weight for AVEM was 0.58% in 2026 Q1.

What is the latest reported AVEM position on this page?

The most recent filing on this page is 2026 Q1, when SENTINEL PENSION ADVISORS, LLC reported 48,877 shares, equal to 0.58% of portfolio, with an estimated market value of $3.9M.

What does the chart on this AVEM ownership page compare?

The chart compares SENTINEL PENSION ADVISORS, LLC'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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