AVUS — AMERICAN CENTY ETF TR

Ownership history in WMG Financial Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WMG Financial Advisors, 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
23.12% (2025 Q4)
Avg. % of fund
16.05%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 501,994 -1,672 -0.3% 23.12% $56.1M $111.54
2025 Q3 REDUCED 503,666 -4,712 -0.9% 18.26% $54.7M $108.15
2025 Q2 ADDED 508,378 +19,413 +4.0% 18.97% $51.3M $100.06
2025 Q1 ADDED 488,965 +24,949 +5.4% 19.21% $45.2M $91.39
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% McCartney Wealth Management LLC 12.56%
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