Global Strategic Investment Solutions, LLC AVLV — AMERICAN CENTY ETF TR

Ownership history in Global Strategic Investment Solutions, LLC  ·  9 quarters on record

AI Ownership Summary

Global Strategic Investment Solutions, LLC reported AMERICAN CENTY ETF TR (AVLV) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 5.8% in 2025 Q1. The latest visible filing shows AVLV at 3.59% 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.

What this AVLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Strategic Investment Solutions, 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
2026 Q2

AVLV was reported at 3.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.8% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

AVLV stock page Global Strategic Investment Solutions, LLC fund profile Global Strategic Investment Solutions, LLC full holdings
How Global Strategic Investment Solutions, LLC held AVLV — position size vs. price
% of Fund (quarterly)    AVLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 444,515 -224,775 -33.6% 3.59% $40.5M 2026-08-07 $93.56
2026 Q1 REDUCED — — — 669,290 -9,726 -1.4% 5.26% $54.0M 2026-04-29 $85.08
2025 Q4 REDUCED — — — 679,016 -13,302 -1.9% 5.03% $51.4M 2026-01-29 $80.80
2025 Q3 ADDED — — — 692,318 +15,414 +2.3% 4.99% $50.0M 2025-11-10 $72.40
2025 Q2 REDUCED 12.0% +6.2% ❌ 676,904 -92,146 -12.0% 4.93% $46.2M 2025-07-22 $68.44
2025 Q1 ADDED — — — 769,050 +167,590 +27.9% 5.80% $50.1M 2025-04-28 $61.37
2024 Q4 ADDED — — — 601,460 +234,125 +63.7% 4.70% $40.2M 2025-02-06 $68.13
2024 Q3 ADDED — — — 367,335 +69,062 +23.2% 2.83% $24.2M 2024-10-31 $64.14
2024 Q2 INITIATED — — — 298,273 — — 2.26% $18.7M 2024-08-14 $60.28

🏢 Other funds also holding AVLV

As of 2026 Q2 — sorted by position size

INTEGRATED CAPITAL MANAGEMENT, INC. 3Y 7Y 15.06% Petersen Hastings Wealth Advisors Inc. 14.9% Three Cord True Wealth Management, LLC 13.56% Armstrong, Fleming & Moore, Inc 13.55% ESL Trust Services, LLC 3Y 13.12% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 12.08% Falcon Wealth Planning 3Y 11.96% JRM Investment Counsel, LLC 3Y 7Y 11.96% Cornerstone Wealth Partners, LLC 11.83% Cannon Financial Strategists, Inc. 11.74%

FAQ About Global Strategic Investment Solutions, LLC and AVLV

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

How long has Global Strategic Investment Solutions, LLC reported owning AVLV?

Global Strategic Investment Solutions, LLC reported AVLV across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported AVLV position in Global Strategic Investment Solutions, LLC's portfolio?

The largest reported portfolio weight for AVLV was 5.80% in 2025 Q1.

What is the latest reported AVLV position on this page?

The most recent filing on this page is 2026 Q2, when Global Strategic Investment Solutions, LLC reported 444,515 shares, equal to 3.59% of portfolio, with an estimated market value of $40.5M.

What does the chart on this AVLV ownership page compare?

The chart compares Global Strategic Investment Solutions, LLC's quarterly AVLV 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 Global Strategic Investment Solutions, LLC time their AVLV position?

Based on 13F filing dates vs. subsequent AVLV price moves, Global Strategic Investment Solutions, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on AVLV relative to SPY over the holding period was +3.3%.

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