AVIG — 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 (AVIG). 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
3.8% (2025 Q2)
Avg. % of fund
2.3%
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 1,160,373 +66,496 +6.1% 2.90% $48.6M $41.62
2025 Q3 REDUCED 1,093,877 -1,097,735 -50.1% 2.67% $46.0M $41.17
2025 Q2 ADDED 2,191,612 +1,160,006 +112.4% 3.80% $91.2M $40.27
2025 Q1 ADDED 1,031,606 +193,001 +23.0% 3.32% $42.7M $39.60
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVIG price (monthly, adj. close)

Other funds also holding AVIG

As of 2025 Q4 — sorted by position size

Echo Wealth Management, LLC 3Y 15.23% BCR Wealth Strategies, LLC 3Y 9.79% Ferguson Johnson Wealth Management Inc 9.06% Align Financial, LLC 7.52% Hill Investment Group Partners, LLC 6.91% Highland Financial Advisors, LLC 3Y 6.16% Centennial Wealth Advisory LLC 3Y 5.9% Verus Financial Partners, Inc. 3Y 7Y 5.7% REGATTA CAPITAL GROUP, LLC 3Y 4.88% Pacific Life Fund Advisors LLC 3Y 4.85%
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