AVUV — AMERICAN CENTY ETF TR

Ownership history in Quantum Financial Advisors, LLC  ·  16 quarters on record

AI Ownership Summary

Quantum Financial Advisors, LLC reported AMERICAN CENTY ETF TR (AVUV) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.58% in 2023 Q4. The latest visible filing shows AVUV at 1.97% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Financial Advisors, 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

AVUV was reported at 1.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.58% in 2023 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 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.

AVUV stock page Quantum Financial Advisors, LLC fund profile Quantum Financial Advisors, LLC full holdings
How Quantum Financial Advisors, LLC held AVUV — position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 158,751 +1,906 +1.2% 1.97% $17.5M 2026-04-08 $114.74
2025 Q4 ADDED 156,845 +11,562 +8.0% 1.80% $16.0M 2026-01-12 $106.59
2025 Q3 ADDED 145,283 +11,620 +8.7% 1.76% $14.5M 2025-10-08 $99.25
2025 Q2 ADDED 133,663 +16,533 +14.1% 1.65% $12.2M 2025-07-11 $93.86
2025 Q1 ADDED 117,130 +17,387 +17.4% 1.52% $10.2M 2025-04-09 $80.69
2024 Q4 ADDED 99,743 +464 +0.5% 1.47% $9.6M 2025-01-14 $95.48
2024 Q3 ADDED 99,279 +6,377 +6.9% 1.49% $9.5M 2024-10-04 $93.59
2024 Q2 REDUCED 92,902 -5,789 -5.9% 1.46% $8.3M 2024-07-15 $92.09
2024 Q1 REDUCED 98,691 -19,085 -16.2% 1.70% $9.2M 2024-04-26 $87.35
2023 Q4 ADDED 117,776 +14,597 +14.1% 2.58% $10.6M 2024-01-09 $83.96
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVUV

As of 2026 Q1 — sorted by position size

EAGLE WEALTH STRATEGIES LLC 12.93% Meritas Wealth Management, LLC 11.35% Invariant Investment Management 11.19% Nvest Wealth Strategies, Inc. 7.6% ORRSTOWN FINANCIAL SERVICES INC 3Y 7Y 6.06% Freestate Advisors LLC 3Y 5.57% Financial Partners Group, Inc 3Y 7Y 5.18% CLARIS ADVISORS, LLC / MO / 3Y 4.93% Physician Wealth Solutions Inc. 4.27% High Probability Advisors, LLC 3.96%

FAQ About Quantum Financial Advisors, LLC and AVUV

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

How long has Quantum Financial Advisors, LLC reported owning AVUV?

Quantum Financial Advisors, LLC reported AVUV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVUV position in Quantum Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for AVUV was 2.58% in 2023 Q4.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q1, when Quantum Financial Advisors, LLC reported 158,751 shares, equal to 1.97% of portfolio, with an estimated market value of $17.5M.

What does the chart on this AVUV ownership page compare?

The chart compares Quantum Financial Advisors, LLC's quarterly AVUV 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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