AVUV AMERICAN CENTY ETF TR

Ownership history in Drake & Associates, LLC  ·  13 quarters on record

AI Ownership Summary

Drake & Associates, LLC reported AMERICAN CENTY ETF TR (AVUV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.81% in 2023 Q4. The latest visible filing shows AVUV at 3.65% 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 Drake & Associates, 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

AVUV was reported at 3.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% 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 Drake & Associates, LLC held AVUV — position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 179,825 +17,195 +10.6% 3.65% $18.3M 2026-02-14 (Est.) $114.60
2025 Q3 ADDED 162,630 +21,038 +14.9% 3.33% $15.9M 2025-11-06 $96.33
2025 Q2 ADDED 141,592 +12,604 +9.8% 3.16% $12.9M 2025-07-23 $95.56
2025 Q1 ADDED 128,988 +4,288 +3.4% 3.16% $11.2M 2025-04-29 $82.27
2024 Q4 ADDED 124,700 +6,685 +5.7% 3.45% $12.1M 2025-02-10 $95.62
2024 Q3 ADDED 118,015 +5,303 +4.7% 3.66% $11.3M 2024-10-16 $96.36
2024 Q2 ADDED 112,712 +2,216 +2.0% 3.62% $10.1M 2024-08-05 $86.45
2024 Q1 ADDED 110,496 +6,964 +6.7% 3.79% $10.4M 2024-05-09 $89.92
2023 Q4 ADDED 103,532 +5,076 +5.2% 3.81% $9.3M 2024-01-30 $86.49
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Drake & Associates, 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 Drake & Associates, LLC reported owning AVUV?

Drake & Associates, LLC reported AVUV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUV position in Drake & Associates, LLC's portfolio?

The largest reported portfolio weight for AVUV was 3.81% in 2023 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q4, when Drake & Associates, LLC reported 179,825 shares, equal to 3.65% of portfolio, with an estimated market value of $18.3M.

What does the chart on this AVUV ownership page compare?

The chart compares Drake & Associates, 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.

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