AVUS β€” AMERICAN CENTY ETF TR

Ownership history in Leo Wealth, LLC  Β·  9 quarters on record

AI Ownership Summary

Leo Wealth, LLC reported AMERICAN CENTY ETF TR (AVUS) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.92% in 2025 Q4. The latest visible filing shows AVUS at 3.92% 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 AVUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Leo Wealth, 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
2025 Q4

AVUS was reported at 3.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.92% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Leo Wealth, LLC held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 483,817 +216,502 +81.0% 3.92% $54.1M 2026-02-14 (Est.) $115.73
2025 Q3 REDUCED 267,315 -197,809 -42.5% 3.77% $29.1M 2025-11-14 $108.54
2025 Q2 ADDED 465,124 +198,393 +74.4% 3.65% $46.9M 2025-07-24 $102.86
2025 Q1 REDUCED 266,731 -176,904 -39.9% 3.54% $24.6M 2025-05-02 $91.81
2024 Q4 ADDED 443,635 +23,922 +5.7% 3.85% $43.0M 2025-01-28 $99.25
2024 Q3 ADDED 419,713 +14,033 +3.5% 3.65% $39.9M 2024-10-21 $95.06
2024 Q2 REDUCED 405,680 -5,747 -1.4% 3.73% $36.6M 2024-07-17 $91.34
2024 Q1 ADDED 411,427 +22,937 +5.9% 3.76% $36.8M 2024-05-09 $86.51
2023 Q4 INITIATED 388,490 β€” β€” 3.39% $32.7M 2024-03-14 $84.83

FAQ About Leo Wealth, LLC and AVUS

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

How long has Leo Wealth, LLC reported owning AVUS?

Leo Wealth, LLC reported AVUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AVUS position in Leo Wealth, LLC's portfolio?

The largest reported portfolio weight for AVUS was 3.92% in 2025 Q4.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2025 Q4, when Leo Wealth, LLC reported 483,817 shares, equal to 3.92% of portfolio, with an estimated market value of $54.1M.

What does the chart on this AVUS ownership page compare?

The chart compares Leo Wealth, LLC's quarterly AVUS 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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