Bridge Advisory, LLC AVUV β€” AMERICAN CENTY ETF TR

Ownership history in Bridge Advisory, LLC  Β·  9 quarters on record

AI Ownership Summary

Bridge Advisory, LLC reported AMERICAN CENTY ETF TR (AVUV) in 9 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.92% in 2024 Q3. The latest visible filing shows AVUV at 0.92% 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 Bridge Advisory, 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
2024 Q3

AVUV was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q3

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 2024 Q3

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 Bridge Advisory, LLC 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 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED β€” β€” β€” 20,159 +2,448 +13.8% 0.92% $1.9M 2024-11-14 (Est.) $99.54
2024 Q2 ADDED β€” β€” β€” 17,711 +13,970 +373.4% 0.78% $1.6M 2024-07-23 $95.04
2024 Q1 REDUCED 24.5% -4.3% βœ… 3,741 -1,214 -24.5% 0.17% $351K 2024-04-16 $84.95
2023 Q4 REDUCED 76.6% +3.9% ❌ 4,955 -16,197 -76.6% 0.22% $445K 2024-01-17 $81.88
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bridge Advisory, LLC and AVUV

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

How long has Bridge Advisory, LLC reported owning AVUV?

Bridge Advisory, LLC reported AVUV across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported AVUV position in Bridge Advisory, LLC's portfolio?

The largest reported portfolio weight for AVUV was 0.92% in 2024 Q3.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2024 Q3, when Bridge Advisory, LLC reported 20,159 shares, equal to 0.92% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AVUV ownership page compare?

The chart compares Bridge Advisory, LLC'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 Bridge Advisory, LLC time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, Bridge Advisory, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on AVUV relative to SPY over the holding period was -5.6%.

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