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AVESAVES
Showing 8 of 9 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in AMERICAN CENTY ETF TR

AXXCESS WEALTH MANAGEMENT, LLC holds 61,495 shares of AVES (AMERICAN CENTY ETF TR), worth $4M as of 2026-Q2. This is a new position. AVES represents 0.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$4M

Current Shares

61,495

Total Value Change

+$2.4M

Total Shares Change

+29,418

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
61,495
-
$4M0.1%$65.60
37
2026-Q1
Exited
0
-100.0%
$00.0%$62.39
0
2025-Q4
Increased
51,550
+8.1%
$3M0.1%$58.38
29
2025-Q3
Increased
47,683
+11.1%
$2.7M0.1%$55.87
29
2025-Q2
Increased
42,928
+9.2%
$2.3M0.1%$52.35
28
2025-Q1
Increased
39,316
+11.1%
$1.9M0.0%$45.85
29
2024-Q4
Increased
35,401
+10.4%
$1.6M0.0%$44.76
28
2024-Q3
Increased
32,077
+136.9%
$1.7M0.0%$49.36
41

Other major holders of AVES: AMERICAN CENTURY COMPANIES INC, ENVESTNET ASSET MANAGEMENT INC, First Command Advisory Services, Inc.

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