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Performance as of Sept. 10, 2026

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PeriodPrice returnTotal return
1M··
3M··
6M··
YTD··
1Y··
3Y··
5Y··
Maxsince Aug. 18, 2026▼ -8.37%▼ -7.37%
Volatility 1Y·
Volatility 3Y·
Max drawdown 3Y ·
Beta 3Y·
Sharpe 1Y*·

Total return assumes dividends are reinvested. Returns are not benchmarked against an index. * Sharpe ratio is computed with a 0% risk-free rate.

Fund flows (SEC-reported)

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Last month (Jun 2026) +$434K
Quarter ending Jun 2026 -$841K
Trailing 12 months +$60.5M Jul 2025 – Jun 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Full composition 4 holdings

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NameCUSIPValue%Balance Category Country
TREASURY BILL 912797UP0 $22.0M 49.09 22,000,000 DBT US
Broadcom Inc 11135F101 $11.8M 26.31 31,176 EC US
Unknown security · $5.5M 12.38 1 DE US
First American Government Obli 31846V336 $5.5M 12.29 5,499,341 STIV US

Sector breakdown

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Technology 26.3%
Other/Unmapped 73.7%

Dividends 56 payments

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73.17%TTM yield
$24.76TTM payout / share
Weekly (est.)
Ex-dateAmount / share
Aug. 31, 2026$0.2020
Aug. 24, 2026$0.1840
Aug. 17, 2026$0.5410
Aug. 10, 2026$0.4270
Aug. 3, 2026$0.4490
July 27, 2026$0.2530
July 20, 2026$0.5700
July 13, 2026$0.3510
July 6, 2026$0.1600
June 29, 2026$0.5980
June 22, 2026$0.3830
June 15, 2026$0.1390
June 8, 2026$0.6970
June 1, 2026$0.3810
May 26, 2026$0.4530
May 18, 2026$0.5350
May 11, 2026$0.4450
May 4, 2026$0.5890
April 27, 2026$0.5870
April 20, 2026$0.5570
April 13, 2026$0.4370
April 6, 2026$0.2980
March 30, 2026$0.2910
March 23, 2026$0.3400
March 16, 2026$0.4940
March 9, 2026$0.3340
March 2, 2026$0.4730
Feb. 23, 2026$0.3760
Feb. 17, 2026$0.4500
Feb. 9, 2026$0.4990
Feb. 2, 2026$0.2100
Jan. 26, 2026$0.4880
Jan. 20, 2026$0.4080
Jan. 12, 2026$0.4140
Jan. 5, 2026$0.5970
Dec. 29, 2025$0.3880
Dec. 22, 2025$0.3720
Dec. 15, 2025$0.5710
Dec. 8, 2025$0.7670
Dec. 1, 2025$0.6020
Nov. 24, 2025$0.5380
Nov. 17, 2025$0.4880
Nov. 10, 2025$0.7590
Nov. 3, 2025$0.6420
Oct. 27, 2025$0.7080
Oct. 20, 2025$0.7410
Oct. 14, 2025$0.9220
Oct. 6, 2025$0.7320
Sept. 29, 2025$0.6910
Sept. 22, 2025$0.6530

Institutional owners (13F) 10 filers

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Institutions that report holding this ETF in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value % of tracked 13F Shares Type As of
EXCHANGE TRADED CONCEPTS, LLC $12,673,313 90.66% 320,114 Shares June 30, 2026
CITADEL ADVISORS LLC $380,064 2.72% 9,600 Call option June 30, 2026
CITADEL ADVISORS LLC $312,761 2.24% 7,900 Put option June 30, 2026
Belvedere Trading LLC $257,335 1.84% 6,500 Put option June 30, 2026
Belvedere Trading LLC $178,155 1.27% 4,500 Call option June 30, 2026
GROUP ONE TRADING LLC $122,769 0.88% 3,101 Shares June 30, 2026
Belvedere Trading LLC $25,931 0.19% 655 Shares June 30, 2026
SIMPLEX TRADING, LLC $22,447 0.16% 567 Shares June 30, 2026
TD Waterhouse Canada Inc. $5,345 0.04% 135 Shares June 30, 2026
UBS Group AG $198 0.00% 5 Shares June 30, 2026

Peer funds

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