Avantax Planning Partners, Inc. AVUV — AMERICAN CENTY ETF TR

Ownership history in Avantax Planning Partners, Inc.  ·  9 quarters on record

AI Ownership Summary

Avantax Planning Partners, Inc. reported AMERICAN CENTY ETF TR (AVUV) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.99% in 2024 Q4. The latest visible filing shows AVUV at 2.62% 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 AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avantax Planning Partners, Inc.'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

AVUV was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.99% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

AVUV stock page Avantax Planning Partners, Inc. fund profile Avantax Planning Partners, Inc. full holdings
How Avantax Planning Partners, Inc. held AVUV — position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 862,566 +3,795 +0.4% 2.62% $95.3M 2026-05-04 $118.56
2025 Q4 ADDED — — — 858,771 +27,047 +3.3% 2.45% $87.6M 2026-02-05 $111.67
2025 Q3 ADDED — — — 831,724 +34,131 +4.3% 2.37% $82.8M 2025-10-31 $97.19
2025 Q2 REDUCED — — — 797,593 -20,002 -2.4% 2.31% $72.7M 2025-08-11 $91.29
2025 Q1 REDUCED — — — 817,595 -42,773 -5.0% 2.52% $71.3M 2025-04-29 $82.27
2024 Q4 ADDED — — — 860,368 +11,684 +1.4% 2.99% $83.1M 2025-02-07 $95.31
2024 Q3 REDUCED 12.1% +0.7% ❌ 848,684 -117,171 -12.1% 2.92% $81.4M 2024-11-14 $99.54
2024 Q2 ADDED — — — 965,855 +86,996 +9.9% 2.79% $86.7M 2024-08-09 $87.92
2024 Q1 INITIATED — — — 878,859 — — 2.67% $82.4M 2024-05-03 $87.95

🏢 Other funds also holding AVUV

As of 2026 Q1 — sorted by position size

Cornerstone Wealth Partners, LLC 29.32% Summit Portfolio Management, LTD. 23.73% QUARRY HILL ADVISORS, LLC 3Y 20.07% Sherrill & Hutchins Financial Advisory, Inc 19.97% Meredith Wealth Planning 3Y 17.72% DEFINE FINANCIAL, LLC 14.92% Mason Investment Advisory Services, Inc. 14.45% PW ADVISORS, LLC \ FL 13.73% Team Hewins, LLC 3Y 13.58% WMG Financial Advisors, LLC 3Y 13.33%

FAQ About Avantax Planning Partners, Inc. and AVUV

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

How long has Avantax Planning Partners, Inc. reported owning AVUV?

Avantax Planning Partners, Inc. reported AVUV across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported AVUV position in Avantax Planning Partners, Inc.'s portfolio?

The largest reported portfolio weight for AVUV was 2.99% in 2024 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q1, when Avantax Planning Partners, Inc. reported 862,566 shares, equal to 2.62% of portfolio, with an estimated market value of $95.3M.

What does the chart on this AVUV ownership page compare?

The chart compares Avantax Planning Partners, Inc.'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 Avantax Planning Partners, Inc. time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, Avantax Planning Partners, Inc. correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AVUV relative to SPY over the holding period was -3.2%.

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