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

Ownership history in Global Strategic Investment Solutions, LLC  ·  8 quarters on record

AI Ownership Summary

Global Strategic Investment Solutions, LLC reported AMERICAN CENTY ETF TR (AVXC) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows AVXC at 0.04% 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 AVXC 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 Q3

AVXC was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 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.

AVXC stock page Global Strategic Investment Solutions, LLC fund profile Global Strategic Investment Solutions, LLC full holdings
How Global Strategic Investment Solutions, LLC held AVXC — position size vs. price
% of Fund (quarterly)    AVXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 5,189 +232 +4.7% 0.04% $426K 2026-10-16 $77.79
2026 Q2 REDUCED 14.1% -3.1% ✅ 4,957 -811 -14.1% 0.04% $425K 2026-08-07 $79.78
2026 Q1 ADDED — — — 5,768 +262 +4.8% 0.04% $390K 2026-04-29 $74.78
2025 Q4 ADDED — — — 5,506 +292 +5.6% 0.03% $351K 2026-01-29 $69.76
2025 Q3 REDUCED — — — 5,214 -96 -1.8% 0.03% $312K 2025-11-10 $61.40
2025 Q2 REDUCED — — — 5,310 -277 -5.0% 0.03% $301K 2025-07-22 $55.55
2025 Q1 ADDED — — — 5,587 +153 +2.8% 0.03% $272K 2025-04-28 $48.18
2024 Q4 INITIATED — — — 5,434 — — 0.03% $269K 2025-02-06 $48.75

🏢 Other funds also holding AVXC

As of 2026 Q3 — sorted by position size

Vestment Financial LLC 8.35% Heirloom Wealth Management 3Y 3.67% Ridgeline Wealth, LLC 2.79% CWS Financial Advisors, LLC 3Y 1.12% Avior Wealth Management, LLC 3Y 7Y 0.13% Centennial Wealth Advisory LLC 3Y 0.09% Concurrent Investment Advisors, LLC 0.06% Fragasso Financial Advisors Inc 3Y 7Y 0.02% James T. Borello RIA 0.02% Apella Capital, LLC 3Y 0.01%

FAQ About Global Strategic Investment Solutions, LLC and AVXC

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 AVXC?

Global Strategic Investment Solutions, LLC reported AVXC across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

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

The largest reported portfolio weight for AVXC was 0.04% in 2026 Q1.

What is the latest reported AVXC position on this page?

The most recent filing on this page is 2026 Q3, when Global Strategic Investment Solutions, LLC reported 5,189 shares, equal to 0.04% of portfolio, with an estimated market value of $426K.

What does the chart on this AVXC ownership page compare?

The chart compares Global Strategic Investment Solutions, LLC's quarterly AVXC 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 AVXC position?

Based on 13F filing dates vs. subsequent AVXC price moves, Global Strategic Investment Solutions, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AVXC relative to SPY over the holding period was +13.8%.

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