AVDE — AMERICAN CENTY ETF TR

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in AMERICAN CENTY ETF TR (AVDE). 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
3.02% (2025 Q4)
Avg. % of fund
1.73%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 616,085 +131,293 +27.1% 3.02% $50.7M $82.23
2025 Q3 REDUCED 484,792 -336,998 -41.0% 2.21% $38.3M $77.91
2025 Q2 ADDED 821,790 +431,583 +110.6% 2.53% $60.8M $73.08
2025 Q1 ADDED 390,207 +19,754 +5.3% 2.01% $25.9M $64.32
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVDE price (monthly, adj. close)

Other funds also holding AVDE

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 18.02% Oak Root LLC 14.2% Yardley Wealth Management LLC 13.14% Echo Wealth Management, LLC 3Y 12.62% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 10.34% GRAND WEALTH MANAGEMENT, LLC 3Y 10.16% ACT Advisors, LLC. 3Y 10.1% BCR Wealth Strategies, LLC 3Y 9.32% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 8.8% Trellis Wealth Advisors LLC 8.1%
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