Herold Advisors, Inc. AVUQ — AMERICAN CENTY ETF TR

Ownership history in Herold Advisors, Inc.  ·  4 quarters on record

AI Ownership Summary

Herold Advisors, Inc. reported AMERICAN CENTY ETF TR (AVUQ) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2026 Q1. The latest visible filing shows AVUQ at 0.13% 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 AVUQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Herold Advisors, Inc.'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 Q1

AVUQ was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2025 Q2 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.

AVUQ stock page Herold Advisors, Inc. fund profile Herold Advisors, Inc. full holdings
How Herold Advisors, Inc. held AVUQ — position size vs. price
% of Fund (quarterly)    AVUQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,639 +2,725 +34.4% 0.13% $604K 2026-05-15 $65.64
2025 Q4 ADDED — — — 7,914 +429 +5.7% 0.11% $476K 2026-02-17 $59.27
2025 Q3 ADDED — — — 7,485 +3,308 +79.2% 0.10% $444K 2025-11-13 $59.04
2025 Q2 INITIATED — — — 4,177 — — 0.05% $226K 2025-08-14 $57.27

🏢 Other funds also holding AVUQ

As of 2026 Q1 — sorted by position size

TrustWell Financial Advisors, LLC 8.11% Torren Management, LLC 5.48% Strategic Blueprint, LLC 3Y 7Y 0.88% EnRich Financial Partners LLC 0.64% Three Arch Wealth Management LLC 0.59% True Wealth Design, LLC 3Y 0.44% Haven Private, LLC 0.31% Cresset Asset Management, LLC 3Y 7Y 0.29% LEGACY FINANCIAL GROUP, INC. 3Y 0.21% Tortoise Investment Management, LLC 3Y 7Y 0.09%

FAQ About Herold Advisors, Inc. and AVUQ

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

How long has Herold Advisors, Inc. reported owning AVUQ?

Herold Advisors, Inc. reported AVUQ across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported AVUQ position in Herold Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AVUQ was 0.13% in 2026 Q1.

What is the latest reported AVUQ position on this page?

The most recent filing on this page is 2026 Q1, when Herold Advisors, Inc. reported 10,639 shares, equal to 0.13% of portfolio, with an estimated market value of $604K.

What does the chart on this AVUQ ownership page compare?

The chart compares Herold Advisors, Inc.'s quarterly AVUQ 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 Herold Advisors, Inc. time their AVUQ position?

Based on 13F filing dates vs. subsequent AVUQ price moves, Herold Advisors, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on AVUQ relative to SPY over the holding period was -1.1%.

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