Ownership history in CONTINUUM WEALTH ADVISORS, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which CONTINUUM WEALTH ADVISORS, LLC reported a position in AMERICAN CENTY ETF TR (AVUS). 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.
π CONTINUUM WEALTH ADVISORS, LLC underperformed the S&P 500 by β2.1% annually on this AVUS position. Timing score: 55% (6/11 decisions correct). Average cost basis: $83.63. Maximum drawdown during holding period: β4.4%.
β οΈ Trailed SPY by 2.1% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $68.20 (2023 Q1) Β· Worst: $111.54 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 3 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 11.7% of portfolio
β 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.