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American Centy Etf Tr Us Eqt Etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of American Centy Etf Tr Us Eqt Etf (AVUS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in American Centy Etf Tr Us Eqt Etf

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Eqt Etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Centy Etf Tr Us Eqt Etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $28M 250k 111.18
2025-12-31 $360k 3.2k 111.78
2025-06-30 $216k 2.1k 100.82
2025-03-31 $198k 2.1k 92.38
2024-12-31 $208k 2.1k 96.93
2023-12-31 $753k 9.2k 81.55

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding American Centy Etf Tr Us Eqt Etf

HB Wealth Management
American Century Companies
Oak Root
LPL Financial
Maseco
Colony
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Envestnet Asset Management
HighTower Advisors
Financial Plan
Commonwealth Equity Services
CI Private Wealth
Great Point Wealth Advisors
Beacon Pointe Advisors
Traphagen Investment Advisors

View all funds holding American Centy Etf Tr Us Eqt Etf