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

Yes. Waverly Advisors holds 1,801,650 shares of AVUV, worth $224.8M, as of its Q2 2026 13F filing. It increased the position by 391,319 shares (+27.8%) from Q1 2026. Waverly Advisors has held AVUV since Q2 2022, across 17 quarterly 13F filings. AVUV is 1.3% of Waverly Advisors' reported 13F portfolio.

Current Value

$224.8M

Current Shares

1.8M

Total Value Change

+$140.4M

Total Shares Change

+922,553

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+27.8%
$224.8M1.3%$124.35
60
2026-Q1
Increased
1.4M
+7.5%
$155.8M1.2%$109.71
51
2025-Q4
Increased
1.3M
+5.5%
$133.9M1.1%$101.01
50
2025-Q3
Increased
1.2M
+5.1%
$123.8M1.2%$98.23
50
2025-Q2
Increased
1.2M
+6.7%
$107.8M1.2%$89.50
51
2025-Q1
Increased
1.1M
+14.0%
$96.7M1.2%$85.23
54
2024-Q4
Increased
973,523
+10.7%
$94M1.5%$94.02
52
2024-Q3
Increased
879,097
+7.1%
$84.3M1.6%$93.06
50

Other major holders of AVUV: Creative Planning

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