Avidian Wealth Enterprises, LLC BGIG — ETF SER SOLUTIONS

Ownership history in Avidian Wealth Enterprises, LLC  ·  6 quarters on record

AI Ownership Summary

Avidian Wealth Enterprises, LLC reported ETF SER SOLUTIONS (BGIG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q3. The latest visible filing shows BGIG at 0.15% 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 BGIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avidian Wealth Enterprises, LLC's position in ETF SER SOLUTIONS, 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

BGIG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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.

BGIG stock page Avidian Wealth Enterprises, LLC fund profile Avidian Wealth Enterprises, LLC full holdings
How Avidian Wealth Enterprises, LLC held BGIG — position size vs. price
% of Fund (quarterly)    BGIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 146,831 -1,936 -1.3% 0.15% $4.9M 2026-05-07 $34.59
2025 Q4 ADDED — — — 148,767 +2,596 +1.8% 0.18% $4.8M 2026-02-02 $33.30
2025 Q3 ADDED — — — 146,171 +73,861 +102.1% 0.18% $4.7M 2025-10-30 $31.70
2025 Q2 REDUCED 25.8% +5.6% ❌ 72,310 -25,114 -25.8% 0.09% $2.2M 2025-07-30 $30.50
2025 Q1 ADDED — — — 97,424 +82,224 +540.9% 0.13% $2.9M 2025-04-25 $28.10
2024 Q4 INITIATED — — — 15,200 — — 0.02% $446K 2025-01-29 $28.81

🏢 Other funds also holding BGIG

As of 2026 Q1 — sorted by position size

Heritage Wealth Management, Inc. 0.87% Centric Wealth Management 3Y 7Y 0.35% PUREfi Wealth, LLC 0.24% Flavin Financial Services, Inc. 0.22% Gryphon Financial Partners LLC 3Y 7Y 0.21% Prime Capital Investment Advisors, LLC 3Y 7Y 0.2% Marble Wealth, LLC 0.18% Kinloch Capital, LLC 3Y 0.09% U.S. Capital Wealth Advisors, LLC 3Y 0.09% Vertex Planning Partners, LLC 3Y 0.08%

FAQ About Avidian Wealth Enterprises, LLC and BGIG

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

How long has Avidian Wealth Enterprises, LLC reported owning BGIG?

Avidian Wealth Enterprises, LLC reported BGIG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BGIG position in Avidian Wealth Enterprises, LLC's portfolio?

The largest reported portfolio weight for BGIG was 0.18% in 2025 Q3.

What is the latest reported BGIG position on this page?

The most recent filing on this page is 2026 Q1, when Avidian Wealth Enterprises, LLC reported 146,831 shares, equal to 0.15% of portfolio, with an estimated market value of $4.9M.

What does the chart on this BGIG ownership page compare?

The chart compares Avidian Wealth Enterprises, LLC's quarterly BGIG 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 Avidian Wealth Enterprises, LLC time their BGIG position?

Based on 13F filing dates vs. subsequent BGIG price moves, Avidian Wealth Enterprises, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BGIG relative to SPY over the holding period was -2.1%.

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