AVSC — 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 (AVSC). 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
0.9% (2025 Q2)
Avg. % of fund
0.65%
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 218,841 +10,723 +5.2% 0.77% $12.9M $58.66
2025 Q3 REDUCED 208,118 -212,910 -50.6% 0.69% $11.9M $56.99
2025 Q2 ADDED 421,028 +222,301 +111.9% 0.90% $21.7M $51.18
2025 Q1 ADDED 198,727 +47,589 +31.5% 0.75% $9.6M $47.86
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% of Fund (quarterly)    AVSC price (monthly, adj. close)

Other funds also holding AVSC

As of 2025 Q4 — sorted by position size

Mason Investment Advisory Services, Inc. 10.06% Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 6.58% Wheelhouse Advisory Group LLC 6.27% WEST PACES ADVISORS INC. 2.99% Ridgeline Wealth, LLC 2.86% Freedom Investment Management, Inc. 3Y 7Y 2.84% CAP Partners, LLC 2.12% Mendota Financial Group, LLC 3Y 2.01% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.98% Dogwood Wealth Management LLC 1.74%
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