Evanson Financial, LLC AVGV β€” AMERICAN CENTY ETF TR

Ownership history in Evanson Financial, LLC  Β·  1 quarter on record

AI Ownership Summary

Evanson Financial, LLC reported AMERICAN CENTY ETF TR (AVGV) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows AVGV at 0.12% 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.

What this AVGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evanson Financial, LLC'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
2026 Q2

AVGV was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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 Evanson Financial, LLC held AVGV β€” position size vs. price
% of Fund (quarterly)    AVGV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 28,269 β€” β€” 0.12% $2.4M 2026-07-07 $84.70

🏒 Other funds also holding AVGV

As of 2026 Q2 β€” sorted by position size

Paul R. Ried Financial Group, LLC 4.37% Ridgeline Wealth, LLC 0.42% SAX WEALTH ADVISORS, LLC 3Y 0.01%

FAQ About Evanson Financial, LLC and AVGV

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

How long has Evanson Financial, LLC reported owning AVGV?

Evanson Financial, LLC reported AVGV across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported AVGV position in Evanson Financial, LLC's portfolio?

The largest reported portfolio weight for AVGV was 0.12% in 2026 Q2.

What is the latest reported AVGV position on this page?

The most recent filing on this page is 2026 Q2, when Evanson Financial, LLC reported 28,269 shares, equal to 0.12% of portfolio, with an estimated market value of $2.4M.

What does the chart on this AVGV ownership page compare?

The chart compares Evanson Financial, LLC's quarterly AVGV 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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