Stegent Equity Advisors, Inc. AVUV AMERICAN CENTY ETF TR

Ownership history in Stegent Equity Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Stegent Equity Advisors, Inc. reported AMERICAN CENTY ETF TR (AVUV) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.89% in 2025 Q2. The latest visible filing shows AVUV at 2.48% 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 Stegent Equity Advisors, Inc.'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 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q2

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.

How Stegent Equity Advisors, Inc. held AVUV — position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 26,375 -3,351 -11.3% 2.48% $2.9M 2026-04-24 $118.96
2025 Q4 ADDED 29,726 +498 +1.7% 2.36% $3.0M 2026-01-14 $107.30
2025 Q3 REDUCED 18.5% +4.0% 29,228 -6,644 -18.5% 2.37% $2.9M 2025-10-29 $97.68
2025 Q2 ADDED 35,872 +15,797 +78.7% 2.89% $3.3M 2025-07-31 $91.42
2025 Q1 ADDED 20,075 +5,615 +38.8% 1.77% $1.7M 2025-05-01 $82.09
2024 Q4 ADDED 14,460 +2,739 +23.4% 1.42% $1.4M 2025-02-05 $96.59
2024 Q3 REDUCED 7.1% +0.7% 11,721 -900 -7.1% 1.24% $1.1M 2024-10-18 $95.90
2024 Q2 REDUCED 12,621 -350 -2.7% 1.18% $1.1M 2024-08-01 $93.42
2024 Q1 REDUCED 39.2% -4.3% 12,971 -8,376 -39.2% 1.24% $1.2M 2024-04-30 $85.55
2023 Q4 REDUCED 12.1% +3.9% 21,347 -2,939 -12.1% 2.27% $1.9M 2024-02-05 $82.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stegent Equity Advisors, Inc. and AVUV

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

How long has Stegent Equity Advisors, Inc. reported owning AVUV?

Stegent Equity Advisors, Inc. reported AVUV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVUV position in Stegent Equity Advisors, Inc.'s portfolio?

The largest reported portfolio weight for AVUV was 2.89% in 2025 Q2.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2026 Q1, when Stegent Equity Advisors, Inc. reported 26,375 shares, equal to 2.48% of portfolio, with an estimated market value of $2.9M.

What does the chart on this AVUV ownership page compare?

The chart compares Stegent Equity Advisors, Inc.'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.

How well did Stegent Equity Advisors, Inc. time their AVUV position?

Based on 13F filing dates vs. subsequent AVUV price moves, Stegent Equity Advisors, Inc. correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on AVUV relative to SPY over the holding period was -0.8%.

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