AVDE β€” AMERICAN CENTY ETF TR

Ownership history in Visionary Wealth Advisors  Β·  18 quarters on record

AI Ownership Summary

Visionary Wealth Advisors reported AMERICAN CENTY ETF TR (AVDE) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.02% in 2025 Q4. The latest visible filing shows AVDE at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVDE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Visionary Wealth Advisors's position in AMERICAN CENTY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AVDE was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Visionary Wealth Advisors held AVDE β€” position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 275,961 +16,621 +6.4% 1.02% $22.7M 2026-02-14 (Est.) $90.50
2025 Q3 ADDED 259,340 +160,504 +162.4% 0.95% $20.5M 2025-11-13 $79.35
2025 Q2 REDUCED 98,836 -780 -0.8% 0.37% $7.3M 2025-08-14 $75.67
2025 Q1 REDUCED 99,616 -12,867 -11.4% 0.40% $6.6M 2025-05-14 $68.23
2024 Q4 ADDED 112,483 +1,573 +1.4% 0.40% $6.9M 2025-02-14 $63.96
2024 Q3 ADDED 110,910 +18,044 +19.4% 0.45% $7.4M 2024-11-12 $60.38
2024 Q2 ADDED 92,866 +7,041 +8.2% 0.38% $5.8M 2024-08-13 $60.15
2024 Q1 ADDED 85,825 +14,498 +20.3% 0.37% $5.5M 2024-05-15 $61.30
2023 Q4 ADDED 71,327 +37,904 +113.4% 0.32% $4.3M 2024-02-14 $55.93
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Visionary Wealth Advisors and AVDE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Visionary Wealth Advisors reported owning AVDE?

Visionary Wealth Advisors reported AVDE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVDE position in Visionary Wealth Advisors's portfolio?

The largest reported portfolio weight for AVDE was 1.02% in 2025 Q4.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2025 Q4, when Visionary Wealth Advisors reported 275,961 shares, equal to 1.02% of portfolio, with an estimated market value of $22.7M.

What does the chart on this AVDE ownership page compare?

The chart compares Visionary Wealth Advisors's quarterly AVDE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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