AVUS β€” AMERICAN CENTY ETF TR

Ownership history in AWM CAPITAL, LLC  Β·  14 quarters on record

AI Ownership Summary

AWM CAPITAL, LLC reported AMERICAN CENTY ETF TR (AVUS) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.53% in 2023 Q4. The latest visible filing shows AVUS at 4.35% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AWM CAPITAL, 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
2025 Q4

AVUS was reported at 4.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.53% in 2023 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 AWM CAPITAL, LLC held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 429,029 +342 +0.1% 4.35% $48.0M 2026-02-14 (Est.) $115.73
2025 Q3 ADDED 428,687 +1,346 +0.3% 4.24% $46.6M 2025-10-29 $110.52
2025 Q2 ADDED 427,341 +11,087 +2.7% 4.53% $43.1M 2025-07-22 $102.08
2025 Q1 REDUCED 416,254 -4,880 -1.2% 4.49% $38.5M 2025-05-07 $90.98
2024 Q4 ADDED 421,134 +318 +0.1% 4.99% $40.8M 2025-02-05 $99.30
2024 Q3 REDUCED 420,816 -4,583 -1.1% 4.84% $40.0M 2024-11-14 $97.71
2024 Q2 REDUCED 425,399 -3,483 -0.8% 5.83% $38.4M 2024-08-12 $86.77
2024 Q1 REDUCED 428,882 -8,515 -1.9% 6.40% $38.4M 2024-04-19 $82.58
2023 Q4 REDUCED 437,397 -6,190 -1.4% 6.53% $35.7M 2024-02-09 $82.24
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVUS

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.19% Signature Wealth Management Group 3Y 7Y 0.1%

FAQ About AWM CAPITAL, LLC and AVUS

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

How long has AWM CAPITAL, LLC reported owning AVUS?

AWM CAPITAL, LLC reported AVUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUS position in AWM CAPITAL, LLC's portfolio?

The largest reported portfolio weight for AVUS was 6.53% in 2023 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2025 Q4, when AWM CAPITAL, LLC reported 429,029 shares, equal to 4.35% of portfolio, with an estimated market value of $48.0M.

What does the chart on this AVUS ownership page compare?

The chart compares AWM CAPITAL, LLC's quarterly AVUS 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.

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