Investment Advisory Group, LLC FLV — AMERICAN CENTY ETF TR

Ownership history in Investment Advisory Group, LLC  ·  7 quarters on record

AI Ownership Summary

Investment Advisory Group, LLC reported AMERICAN CENTY ETF TR (FLV) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows FLV at 0.06% 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 FLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Advisory Group, 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 Q1

FLV was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

FLV stock page Investment Advisory Group, LLC fund profile Investment Advisory Group, LLC full holdings
How Investment Advisory Group, LLC held FLV — position size vs. price
% of Fund (quarterly)    FLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,100 — 0% 0.06% $238K 2026-04-22 $78.40
2025 Q4 UNCHANGED — — — 3,100 — 0% 0.06% $235K 2026-01-23 $77.21
2025 Q3 REDUCED — — — 3,100 -50 -1.6% 0.06% $229K 2025-11-03 $71.51
2025 Q2 UNCHANGED — — — 3,150 — 0% 0.07% $220K 2025-07-25 $72.35
2025 Q1 UNCHANGED — — — 3,150 — 0% 0.07% $220K 2025-04-14 $64.43
2024 Q4 ADDED — — — 3,150 +100 +3.3% 0.07% $210K 2025-01-17 $66.45
2024 Q3 INITIATED — — — 3,050 — — 0.07% $213K 2024-10-15 $67.92

🏢 Other funds also holding FLV

As of 2026 Q1 — sorted by position size

Koenig Investment Advisory, LLC 13.34% Midwestern Financial, LLC /IA 7.43% Networth Advisors, LLC 5.43% CPA Asset Management Group, LLC 3Y 3.27% Sunpointe, LLC 1.25% Bedel Financial Consulting, Inc. 3Y 7Y 0.76% SkyOak Wealth, LLC 3Y 0.59% Dominguez Wealth Management Solutions, Inc. 3Y 0.39% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.25% Allen Capital Group, LLC 3Y 7Y 0.13%

FAQ About Investment Advisory Group, LLC and FLV

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

How long has Investment Advisory Group, LLC reported owning FLV?

Investment Advisory Group, LLC reported FLV across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported FLV position in Investment Advisory Group, LLC's portfolio?

The largest reported portfolio weight for FLV was 0.07% in 2024 Q3.

What is the latest reported FLV position on this page?

The most recent filing on this page is 2026 Q1, when Investment Advisory Group, LLC reported 3,100 shares, equal to 0.06% of portfolio, with an estimated market value of $238K.

What does the chart on this FLV ownership page compare?

The chart compares Investment Advisory Group, LLC's quarterly FLV 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 Investment Advisory Group, LLC time their FLV position?

Based on 13F filing dates vs. subsequent FLV price moves, Investment Advisory Group, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on FLV relative to SPY over the holding period was -5.0%.

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