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AVLVAVLV
14 quarters

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

Waverly Advisors, LLC holds 1.8M shares of AVLV (AMERICAN CENTY ETF TR), worth $160M as of 2026-Q2. The position was increased (+5.3% shares). AVLV represents 0.9% of Waverly Advisors, LLC's portfolio.

Current Value

$160M

Current Shares

1.8M

Total Value Change

+$154.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+5.3%
$160M0.9%$91.21
45
2026-Q1
Increased
1.7M
+8.5%
$134.3M1.0%$82.72
52
2025-Q4
Increased
1.5M
+6.3%
$116.3M0.9%$76.38
45
2025-Q3
Increased
1.4M
+7.0%
$104.4M1.0%$71.97
51
2025-Q2
Increased
1.4M
+14.3%
$92.2M1.0%$67.68
54
2025-Q1
Increased
1.2M
+22.5%
$77.1M0.9%$64.01
51
2024-Q4
Increased
964,906
+12.4%
$64.4M1.0%$65.69
47
2024-Q3
Increased
858,560
+10.8%
$56.5M1.0%$64.44
51
2024-Q2
Increased
775,101
+22.2%
$48.7M1.0%$61.41
50
2024-Q1
Increased
634,228
+28.6%
$40.8M1.0%$62.54
51
2023-Q4
Increased
493,053
+26.8%
$28.5M1.1%$56.02
56
2023-Q3
Increased
388,782
+22.7%
$20.5M0.9%$50.82
48
2023-Q2
Increased
316,961
+183.4%
$16.9M0.7%$50.84
64
2023-Q1
New
111,827
-
$5.7M0.3%$48.19
45

Other major holders of AVLV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, PNC FINANCIAL SERVICES GROUP, INC.

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