Advisor Resource Council AVUV β€” AMERICAN CENTY ETF TR

Ownership history in Advisor Resource Council  Β·  6 quarters on record

AI Ownership Summary

Advisor Resource Council reported AMERICAN CENTY ETF TR (AVUV) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.54% in 2025 Q4. The latest visible filing shows AVUV at 0.54% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisor Resource Council'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
2025 Q4

AVUV was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Advisor Resource Council held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 13,737 +4,308 +45.7% 0.54% $1.5M 2026-02-14 (Est.) $114.60
2024 Q1 REDUCED 71.9% -4.3% βœ… 9,429 -24,100 -71.9% 0.36% $847K 2024-04-19 $85.24
2023 Q4 ADDED β€” β€” β€” 33,529 +27,499 +456.0% 0.35% $3.0M 2024-01-12 $83.43
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Advisor Resource Council and AVUV

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

How long has Advisor Resource Council reported owning AVUV?

Advisor Resource Council reported AVUV across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUV position in Advisor Resource Council's portfolio?

The largest reported portfolio weight for AVUV was 0.54% in 2025 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when Advisor Resource Council reported 13,737 shares, equal to 0.54% of portfolio, with an estimated market value of $1.5M.

What does the chart on this AVUV ownership page compare?

The chart compares Advisor Resource Council's quarterly AVUV 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 Advisor Resource Council time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, Advisor Resource Council correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on AVUV relative to SPY over the holding period was +1.3%.

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