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AVDEAVDE
13 quarters

Position history for WAWaverly Advisors, LLC's holdings in AMERICAN CENTY ETF TR

Yes. Waverly Advisors holds 1,222,477 shares of AVDE, worth $109M, as of its Q2 2026 13F filing. It increased the position by 357,998 shares (+41.4%) from Q1 2026. Waverly Advisors has held AVDE since Q2 2023, across 13 quarterly 13F filings. AVDE is 0.6% of Waverly Advisors' reported 13F portfolio.

Current Value

$109M

Current Shares

1.2M

Total Value Change

+$107.6M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+41.4%
$109M0.6%$88.89
56
2026-Q1
Increased
864,479
+33.9%
$73.3M0.5%$83.45
54
2025-Q4
Increased
645,440
+73.3%
$53.1M0.4%$80.88
53
2025-Q3
Increased
372,508
+62.1%
$29.4M0.3%$76.63
50
2025-Q2
Increased
229,834
+132.9%
$17M0.2%$71.88
54
2025-Q1
Increased
98,695
+253.7%
$6.5M0.1%$63.26
44
2024-Q4
Decreased
27,906
-0.5%
$1.7M0.0%$58.59
0
2024-Q3
Decreased
28,046
-20.7%
$1.9M0.0%$63.13
0
2024-Q2
Increased
35,365
+38.9%
$2.2M0.0%$58.64
34
2024-Q1
Decreased
25,454
-1.5%
$1.6M0.0%$58.92
0
2023-Q4
Decreased
25,853
-0.2%
$1.6M0.1%$55.86
0
2023-Q3
Increased
25,902
+1.7%
$1.4M0.1%$50.77
26
2023-Q2
New
25,464
-
$1.5M0.1%$52.37
35

Other major holders of AVDE: AMERIPRISE FINANCIAL INC, AMERICAN CENTURY COMPANIES INC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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