AVUV β€” AMERICAN CENTY ETF TR

Ownership history in Watts Gwilliam & Co., LLC  Β·  6 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported AMERICAN CENTY ETF TR (AVUV) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 2.16% in 2024 Q1. The latest visible filing shows AVUV at 1.33% 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 AVUV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Watts Gwilliam & Co., 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
2025 Q3

AVUV was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.16% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 Watts Gwilliam & Co., LLC held AVUV β€” position size vs. price
% of Fund (quarterly)    AVUV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 82,795 +105 +0.1% 1.33% $8.2M 2025-11-14 (Est.) $96.99
2025 Q2 REDUCED 82,690 -1,093 -1.3% 1.39% $8.4M 2025-09-19 $99.63
2025 Q1 ADDED 83,783 +4,052 +5.1% 1.58% $7.3M 2025-05-13 $89.17
2024 Q4 REDUCED 79,731 -3,289 -4.0% 1.62% $7.7M 2025-01-10 $92.87
2024 Q3 ADDED 83,020 +8,054 +10.7% 1.72% $7.9M 2024-10-09 $92.97
2024 Q1 INITIATED 74,966 β€” β€” 2.16% $7.0M 2024-05-15 $90.77

FAQ About Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC reported owning AVUV?

Watts Gwilliam & Co., LLC reported AVUV across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported AVUV position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for AVUV was 2.16% in 2024 Q1.

What is the latest reported AVUV position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 82,795 shares, equal to 1.33% of portfolio, with an estimated market value of $8.2M.

What does the chart on this AVUV ownership page compare?

The chart compares Watts Gwilliam & Co., 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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