AVUS — AMERICAN CENTY ETF TR

Ownership history in Quantum Financial Advisors, LLC  ·  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 (AVUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
16.19% (2022 Q4)
Avg. % of fund
14.19%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,233,508 +42,516 +3.6% 15.48% $137.9M $111.54
2025 Q3 ADDED 1,190,992 +82,076 +7.4% 15.78% $129.5M $108.15
2025 Q2 ADDED 1,108,916 +85,361 +8.3% 15.13% $111.8M $100.06
2025 Q1 ADDED 1,023,555 +18,211 +1.8% 14.09% $94.6M $91.39
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28% McCartney Wealth Management LLC 12.56%
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