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AVIGAVIG
22 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in AMERICAN CENTY ETF TR

AE Wealth Management LLC holds 6.5M shares of AVIG (AMERICAN CENTY ETF TR), worth $270.3M as of 2026-Q2. The position was decreased (-0.1% shares). AVIG represents 1.3% of AE Wealth Management LLC's portfolio.

Current Value

$270.3M

Current Shares

6.5M

Total Value Change

+$263.1M

Total Shares Change

+6.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6.5M
-0.1%
$270.3M1.3%$41.11
0
2026-Q1
Increased
6.5M
+7.3%
$271.5M1.5%$40.81
52
2025-Q4
Increased
6.1M
+19.2%
$255.3M1.5%$40.89
57
2025-Q3
Increased
5.1M
+22.0%
$215M1.4%$40.45
58
2025-Q2
Increased
4.2M
+11.9%
$174.3M1.3%$39.57
54
2025-Q1
Increased
3.7M
+12.8%
$154.9M1.3%$38.91
54
2024-Q4
Increased
3.3M
+6.7%
$134.6M1.1%$37.87
51
2024-Q3
Increased
3.1M
+306.5%
$132.2M1.2%$39.08
77
2024-Q2
Increased
765,191
+19.9%
$31.2M0.3%$37.06
41
2024-Q1
Increased
638,194
+201.5%
$26.3M0.3%$37.04
55
2023-Q4
Increased
211,663
+0.3%
$8.7M0.0%$37.29
28
2023-Q3
Increased
211,097
+4.1%
$8.4M0.1%$34.79
29
2023-Q2
Increased
202,707
+0.7%
$8.4M0.1%$35.93
28
2023-Q1
Increased
201,400
+3.8%
$8.5M0.1%$36.25
29
2022-Q4
Decreased
194,105
-4.0%
$8M0.1%$35.04
0
2022-Q3
Decreased
202,099
-16.3%
$8.2M0.1%$34.24
0
2022-Q2
Decreased
241,470
-4.8%
$10.4M0.1%$36.03
0
2022-Q1
Increased
253,750
+1.7%
$11.5M0.1%$37.94
28
2021-Q4
Increased
249,502
+6.9%
$12.2M0.1%$40.72
30
2021-Q3
Increased
233,374
+32.1%
$11.5M0.1%$40.87
36
2021-Q2
Increased
176,606
+18.5%
$8.7M0.1%$40.91
32
2021-Q1
New
149,017
-
$7.2M0.1%$40.03
38

Other major holders of AVIG: MORGAN STANLEY, Corient Private Wealth LP, ENVESTNET ASSET MANAGEMENT INC

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