GREAT VALLEY ADVISOR GROUP, INC. ACLO β€” TCW ETF TRUST

Ownership history in GREAT VALLEY ADVISOR GROUP, INC.  Β·  1 quarter on record

AI Ownership Summary

GREAT VALLEY ADVISOR GROUP, INC. reported TCW ETF TRUST (ACLO) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows ACLO at 0.03% 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 ACLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GREAT VALLEY ADVISOR GROUP, INC.'s position in TCW ETF TRUST, 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 Q1

ACLO was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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
2026 Q1 to 2026 Q1

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 GREAT VALLEY ADVISOR GROUP, INC. held ACLO β€” position size vs. price
% of Fund (quarterly)    ACLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 29,320 β€” β€” 0.03% $1.5M 2026-05-11 $50.16

FAQ About GREAT VALLEY ADVISOR GROUP, INC. and ACLO

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

How long has GREAT VALLEY ADVISOR GROUP, INC. reported owning ACLO?

GREAT VALLEY ADVISOR GROUP, INC. reported ACLO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported ACLO position in GREAT VALLEY ADVISOR GROUP, INC.'s portfolio?

The largest reported portfolio weight for ACLO was 0.03% in 2026 Q1.

What is the latest reported ACLO position on this page?

The most recent filing on this page is 2026 Q1, when GREAT VALLEY ADVISOR GROUP, INC. reported 29,320 shares, equal to 0.03% of portfolio, with an estimated market value of $1.5M.

What does the chart on this ACLO ownership page compare?

The chart compares GREAT VALLEY ADVISOR GROUP, INC.'s quarterly ACLO 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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