AVSF — 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 (AVSF). 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
2.54% (2025 Q2)
Avg. % of fund
1.51%
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 666,131 +30,981 +4.9% 1.87% $31.4M $46.75
2025 Q3 REDUCED 635,150 -664,216 -51.1% 1.74% $30.0M $46.19
2025 Q2 ADDED 1,299,366 +681,838 +110.4% 2.54% $61.1M $45.52
2025 Q1 ADDED 617,528 +140,857 +29.6% 2.24% $28.9M $44.75
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVSF price (monthly, adj. close)

Other funds also holding AVSF

As of 2025 Q4 — sorted by position size

Ferguson Johnson Wealth Management Inc 7.01% Verus Financial Partners, Inc. 3Y 7Y 5.82% Fort Vancouver Investment Management, LLC 3.79% McCartney Wealth Management LLC 3.72% Mattern Wealth Management LLC 3Y 1.76% Pacific Life Fund Advisors LLC 3Y 1.75% ATLas Financial Planning LLC 0.6% Savant Capital, LLC 3Y 7Y 0.58% Eaton-Cambridge Inc. 0.52% Tillman Hartley LLC 3Y 0.48%
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