AVUV AMERICAN CENTY ETF TR

Ownership history in Stephens Consulting, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Stephens Consulting, 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
5.91% (2023 Q1)
Avg. % of fund
5.05%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 145,109 -1,413 -1.0% 4.78% $14.8M $101.72
2025 Q3 REDUCED 146,522 -56,334 -27.8% 4.99% $14.6M $98.91
2025 Q2 REDUCED 202,856 -14,854 -6.8% 4.38% $18.5M $90.12
2025 Q1 ADDED 217,710 +9,669 +4.6% 4.76% $19.0M $85.82
2024 Q4 ADDED 208,041 +8,685 +4.4% 5.03% $20.1M $94.68
2024 Q3 ADDED 199,356 +5,876 +3.0% 4.88% $19.1M $93.71
2024 Q2 ADDED 193,480 +13,006 +7.2% 4.93% $17.4M $87.27
2024 Q1 REDUCED 180,474 -1,528 -0.8% 5.19% $16.9M $90.71
2023 Q4 ADDED 182,002 +15,694 +9.4% 5.54% $16.3M $86.63
2023 Q3 ADDED 166,308 +6,734 +4.2% 5.26% $13.0M $74.83
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUV price (monthly, adj. close)
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