Accelerate Investment Advisors LLC AVDE — AMERICAN CENTY ETF TR

Ownership history in Accelerate Investment Advisors LLC  ·  7 quarters on record

AI Ownership Summary

Accelerate Investment Advisors LLC reported AMERICAN CENTY ETF TR (AVDE) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q1. The latest visible filing shows AVDE at 0.34% 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 AVDE 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 AMERICAN CENTY ETF TR, 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
2026 Q1

AVDE was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q1

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 2026 Q1

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.

AVDE stock page Accelerate Investment Advisors LLC fund profile Accelerate Investment Advisors LLC full holdings
How Accelerate Investment Advisors LLC held AVDE — position size vs. price
% of Fund (quarterly)    AVDE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 5,982 +1 +0.0% 0.34% $508K 2026-04-13 $89.97
2025 Q4 REDUCED — — — 5,981 -23 -0.4% 0.33% $492K 2026-01-12 $85.16
2025 Q3 REDUCED — — — 6,004 -9 -0.1% 0.32% $474K 2025-10-14 $77.63
2025 Q2 REDUCED — — — 6,013 -185 -3.0% 0.33% $445K 2025-07-07 $72.58
2025 Q1 ADDED — — — 6,198 +1,053 +20.5% 0.34% $411K 2025-04-21 $64.11
2024 Q4 ADDED — — — 5,145 +13 +0.3% 0.28% $316K 2025-01-13 $58.85
2024 Q3 INITIATED — — — 5,132 — — 0.34% $344K 2024-10-11 $63.27

🏢 Other funds also holding AVDE

As of 2026 Q1 — sorted by position size

Rockwood Wealth Management, LLC 18.27% Oak Root LLC 14.76% Echo Wealth Management, LLC 3Y 14.47% Oak Wealth Advisors LLC 13.79% Yardley Wealth Management LLC 13.26% GREENUP STREET WEALTH MANAGEMENT LLC 3Y 12.98% CORRECT CAPITAL WEALTH MANAGEMENT 12.64% ESL Trust Services, LLC 3Y 12.12% ACT Advisors, LLC. 3Y 11.27% JSF Financial, LLC 3Y 11.17%

FAQ About Accelerate Investment Advisors LLC and AVDE

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 AVDE?

Accelerate Investment Advisors LLC reported AVDE across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for AVDE was 0.34% in 2025 Q1.

What is the latest reported AVDE position on this page?

The most recent filing on this page is 2026 Q1, when Accelerate Investment Advisors LLC reported 5,982 shares, equal to 0.34% of portfolio, with an estimated market value of $508K.

What does the chart on this AVDE ownership page compare?

The chart compares Accelerate Investment Advisors LLC's quarterly AVDE 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 AVDE position?

Based on 13F filing dates vs. subsequent AVDE price moves, Accelerate Investment Advisors LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on AVDE relative to SPY over the holding period was +11.6%.

← Back to Accelerate Investment Advisors LLC Holdings