Pinnacle Financial Group, LLC / IL AVUS β€” AMERICAN CENTY ETF TR

Ownership history in Pinnacle Financial Group, LLC / IL  Β·  3 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported AMERICAN CENTY ETF TR (AVUS) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.34% in 2026 Q1. The latest visible filing shows AVUS at 0.34% 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 Pinnacle Financial Group, LLC / IL'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

AVUS was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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 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.

How Pinnacle Financial Group, LLC / IL held AVUS β€” position size vs. price
% of Fund (quarterly)    AVUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 11,295 +5,748 +103.6% 0.34% $1.3M 2026-05-13 $125.08
2025 Q4 ADDED β€” β€” β€” 5,547 +136 +2.5% 0.18% $620K 2026-02-05 $114.57
2025 Q3 INITIATED β€” β€” β€” 5,411 β€” β€” 0.18% $588K 2025-11-12 $110.39

FAQ About Pinnacle Financial Group, LLC / IL and AVUS

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

How long has Pinnacle Financial Group, LLC / IL reported owning AVUS?

Pinnacle Financial Group, LLC / IL reported AVUS across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AVUS position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for AVUS was 0.34% in 2026 Q1.

What is the latest reported AVUS position on this page?

The most recent filing on this page is 2026 Q1, when Pinnacle Financial Group, LLC / IL reported 11,295 shares, equal to 0.34% of portfolio, with an estimated market value of $1.3M.

What does the chart on this AVUS ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL'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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