AVUV — AMERICAN CENTY ETF TR

Ownership history in Simplicity Wealth,LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,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
0.95% (2025 Q2)
Avg. % of fund
0.68%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 133,219 +7,684 +6.1% 0.81% $13.6M $101.72
2025 Q3 REDUCED 125,535 -124,939 -49.9% 0.72% $12.5M $98.91
2025 Q2 ADDED 250,474 +137,342 +121.4% 0.95% $22.8M $90.12
2025 Q1 ADDED 113,132 +25,042 +28.4% 0.77% $9.9M $85.82
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% 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% SATOVSKY ASSET MANAGEMENT LLC 3Y 12.25% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 11.94%
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