Question 1

How many shares of AVDV does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 23.8M shares of AVDV (AMERICAN CENTY ETF TR).

Question 2

What is Creative Planning's AVDV position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's AVDV position is worth $2.4B.

Question 3

Is Creative Planning buying or selling AVDV?

Accepted Answer

In 2026-Q1, Creative Planning increased their AVDV position (+5.3% change in shares).

Question 4

When did Creative Planning first buy AVDV?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in AVDV in 2024-Q2. They have held the position across 22 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	23.8M	+5.3%	$2.4B	1.6%	$105.26	53
2025-Q4	Increased	22.6M	+9.6%	$2.1B	1.5%	$94.44	55
2025-Q3	Increased	20.6M	+12.1%	$1.8B	1.4%	$87.53	56
2025-Q2	Increased	18.4M	+27.3%	$1.5B	1.2%	$77.67	62
2025-Q1	Increased	14.4M	+50.2%	$1B	0.9%	$68.17	62
2024-Q4	Increased	9.6M	+51.7%	$626M	0.6%	$62.63	62
2024-Q3	Increased	6.3M	+6.3%	$448M	0.4%	$66.48	40
2024-Q2	Increased	6M	+7.1%	$387.2M	0.4%	$61.28	40

AVDVShowing 8 of 22 quarters

AVDV
Showing 8 of 22 quarters