AVUS — 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 (AVUS). 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

1.26% (2024 Q4)

Avg. % of fund

0.85%

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	62,905	—	0%	1.18%	$6.3M	$108.15
2025 Q2	REDUCED	62,905	-453	-0.7%	1.18%	$6.3M	$100.06
2025 Q1	ADDED	63,358	+4,608	+7.8%	1.23%	$5.9M	$91.39
2024 Q4	ADDED	58,750	+12,246	+26.3%	1.26%	$5.7M	$95.59

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

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%

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