QINT β€” AMERICAN CENTY ETF TR

Ownership history in BlueChip Wealth Advisors LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which BlueChip Wealth Advisors LLC reported a position in AMERICAN CENTY ETF TR (QINT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.19% (2023 Q4)
πŸ“Š Avg. % of fund
0.14%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

BlueChip Wealth Advisors LLC Γ— QINT AI Analytics

πŸ“ˆ BlueChip Wealth Advisors LLC outperformed the S&P 500 by +2.9% annually on this QINT position. Timing score: 75% (3/4 decisions correct). Average cost basis: $47.79. Maximum drawdown during holding period: –0.3%.

πŸ“ˆ Position Alpha vs SPY
+2.9%
annualised excess return

βœ… Outperformed SPY on this position by 2.9% ann.
5 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$47.79
+34.3% vs current ($64.16)

Best entry: $46.51 (2024 Q2)  Β·  Worst: $49.56 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    QINT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,191 -91 -2.1% 0.11% $269K $64.16
2025 Q2 UNCHANGED 4,282 β€” 0% 0.11% $249K $57.48
2025 Q1 REDUCED 4,282 -1,205 -22.0% 0.11% $222K $50.33
2024 Q3 ADDED 5,487 +86 +1.6% 0.15% $284K $49.56
2024 Q2 ADDED 5,401 +119 +2.3% 0.15% $262K $46.51
2024 Q1 REDUCED 5,282 -531 -9.1% 0.17% $262K $46.64
2023 Q4 INITIATED 5,813 β€” β€” 0.19% $270K β€”

🏒 Other funds also holding QINT

As of 2025 Q4 β€” sorted by position size

Wealth Advisors of Iowa, LLC 3Y 2.75% Sunpointe, LLC 1.21% Stratos Wealth Advisors, LLC 3Y 7Y 0.71% Worth Financial Advisory Group, LLC 3Y 0.17% Stewardship Advisors, LLC 3Y 0.13% Gladstone Institutional Advisory LLC 3Y 7Y 0.12% Tranquility Partners, LLC 3Y 0.1% Retirement Management Systems Inc. 0.06% Brio Consultants, LLC 3Y 7Y 0.06% FLOW TRADERS U.S. LLC 3Y 7Y 0.05%
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