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American Centy Etf Tr Us Sml Cp Valu shares owned by Capital Advisors Wealth Management

Quarter-by-quarter ownership of American Centy Etf Tr Us Sml Cp Valu (AVUV) shares owned by Capital Advisors Wealth Management from 13F filings

Historical chart of Capital Advisors Wealth Management investment in American Centy Etf Tr Us Sml Cp Valu

Tip: Access up to 7 years of quarterly data

All positions including American Centy Etf Tr Us Sml Cp Valu held by Capital Advisors 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 Us Sml Cp Valu by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 127k 110.47

More positions owned by Capital Advisors Wealth Management

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard World Inf Tech Etf (VGT)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Core Msci Emkt (IEMG)

View all positions for Capital Advisors Wealth Management

Top funds holding American Centy Etf Tr Us Sml Cp Valu

Creative Planning
Colony
LPL Financial
Truepoint
Mason Investment Advisory Services
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Buckingham Strategic Partners
Wells Fargo & Company
Plan
Advisor Group Holdings
HighTower Advisors
Unison Advisors
Warren Averett Asset Management

View all funds holding American Centy Etf Tr Us Sml Cp Valu