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American Centy Etf Tr shares owned by HB Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr (AVES) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in American Centy Etf Tr

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All positions including American Centy Etf Tr held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $563k 9.8k 57.38
2025-06-30 $508k 9.5k 53.55
2025-03-31 $480k 10k 47.16

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding American Centy Etf Tr

American Century Companies
Colony
Buckingham Strategic Partners
Armbruster Capital Management
Pathstone Holdings
Meredith Wealth Planning
HighTower Advisors
Envestnet Asset Management
Red Lighthouse Investment Management
BSW Wealth Partners
B&D White Capital Company
Austin Wealth Management
Allegiance Financial Group Advisory Services
Symmetry Partner
Anderson Hoagland & Co

View all funds holding American Centy Etf Tr