Ownership history in Quantum Financial Advisors, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Quantum Financial Advisors, LLC reported a position in AMERICAN CENTY ETF TR (AVDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Quantum Financial Advisors, LLC outperformed the S&P 500 by +1.7% annually on this AVDV position. Timing score: 71% (10/14 decisions correct). Average cost basis: $54.76. Maximum drawdown during holding period: β10.0%.
β
Outperformed SPY on this position by 1.7% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
10 of 14 add/trim decisions correct
Best entry: $41.90 (2022 Q3) Β· Worst: $93.86 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.