Accelerate Investment Advisors LLC YEAR — AB ACTIVE ETFS INC

Ownership history in Accelerate Investment Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Accelerate Investment Advisors LLC reported AB ACTIVE ETFS INC (YEAR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.92% in 2024 Q3. The latest visible filing shows YEAR at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this YEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accelerate Investment Advisors LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

YEAR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

YEAR stock page Accelerate Investment Advisors LLC fund profile Accelerate Investment Advisors LLC full holdings
How Accelerate Investment Advisors LLC held YEAR — position size vs. price
% of Fund (quarterly)    YEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 4,772 -36 -0.7% 0.16% $242K 2025-10-14 $49.26
2025 Q2 REDUCED — — — 4,808 -218 -4.3% 0.18% $244K 2025-07-07 $48.58
2025 Q1 UNCHANGED — — — 5,026 — 0% 0.21% $254K 2025-04-21 $48.16
2024 Q4 REDUCED 72.9% +1.3% ❌ 5,026 -13,543 -72.9% 0.22% $253K 2025-01-13 $47.44
2024 Q3 INITIATED — — — 18,569 — — 0.92% $944K 2024-10-11 $47.06

🏢 Other funds also holding YEAR

As of 2026 Q1 — sorted by position size

BOS Asset Management, LLC 3Y 12.29% PMG Wealth Management, Inc. 3.4% Legacy Wealth Advisors, LLC 1.99% Kensington Asset Management, LLC 1.35% Welch Financial Planning, LLC 0.95% CDKV HOLDINGS LLC 0.89% IHT Wealth Management, LLC 3Y 7Y 0.8% Tortuga Wealth Management, Inc 0.63% Davis Wealth Advisors, LLC 0.63% TME FINANCIAL, INC. 0.62%

FAQ About Accelerate Investment Advisors LLC and YEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accelerate Investment Advisors LLC reported owning YEAR?

Accelerate Investment Advisors LLC reported YEAR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported YEAR position in Accelerate Investment Advisors LLC's portfolio?

The largest reported portfolio weight for YEAR was 0.92% in 2024 Q3.

What is the latest reported YEAR position on this page?

The most recent filing on this page is 2025 Q3, when Accelerate Investment Advisors LLC reported 4,772 shares, equal to 0.16% of portfolio, with an estimated market value of $242K.

What does the chart on this YEAR ownership page compare?

The chart compares Accelerate Investment Advisors LLC's quarterly YEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accelerate Investment Advisors LLC time their YEAR position?

Based on 13F filing dates vs. subsequent YEAR price moves, Accelerate Investment Advisors LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on YEAR relative to SPY over the holding period was -9.4%.

← Back to Accelerate Investment Advisors LLC Holdings