AVLV — AMERICAN CENTY ETF TR

Ownership history in Summit X, LLC · 11 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC reported a position in AMERICAN CENTY ETF TR (AVLV). 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

3.37% (2025 Q2)

Avg. % of fund

1.85%

First filed

2023 Q1

Last filed

2025 Q3

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	265,049	—	0%	3.37%	$18.1M	$71.79
2025 Q2	ADDED	265,049	+32,723	+14.1%	3.37%	$18.1M	$67.60
2025 Q1	ADDED	232,326	+70,212	+43.3%	3.18%	$15.1M	$64.35
2024 Q4	ADDED	162,114	+6,035	+3.9%	2.40%	$10.8M	$65.63

% of Fund (quarterly) AVLV price (monthly, adj. close)

Other funds also holding AVLV

As of 2025 Q4 — sorted by position size

INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 13.08% Falcon Wealth Planning 3Y 11.51% Cannon Financial Strategists, Inc. 11.42% Northland Capital Management LLC 3Y 11.05% Oceanside Advisors LLC 11.02% JRM Investment Counsel, LLC 3Y 7Y 10.94% Heritage Wealth Management, Inc. /CA/ 10.41% VOISARD ASSET MANAGEMENT GROUP, INC. 10.16% Shotwell Rutter Baer Inc 10.07% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 9.75%

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