Advisory Services Network, LLC AVMA — AMERICAN CENTY ETF TR

Ownership history in Advisory Services Network, LLC  ·  9 quarters on record

AI Ownership Summary

Advisory Services Network, LLC reported AMERICAN CENTY ETF TR (AVMA) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows AVMA at 0.00% 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 AVMA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services Network, 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

AVMA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 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.

AVMA stock page Advisory Services Network, LLC fund profile Advisory Services Network, LLC full holdings
How Advisory Services Network, LLC held AVMA — position size vs. price
% of Fund (quarterly)    AVMA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,102 -30 -1.4% 0.00% $141K 2026-05-15 $71.55
2025 Q3 REDUCED 67.8% +3.6% ❌ 2,132 -4,497 -67.8% 0.00% $139K 2025-11-18 $63.74
2025 Q1 REDUCED 39.3% +7.2% ❌ 6,629 -4,293 -39.3% 0.01% $385K 2025-05-15 $58.36
2024 Q4 REDUCED 16.3% -0.2% ✅ 10,922 -2,131 -16.3% 0.01% $635K 2025-02-13 $58.43
2024 Q3 UNCHANGED — — — 13,053 — 0% 0.02% $736K 2024-11-14 $57.47
2024 Q2 ADDED — — — 13,053 +6,888 +111.7% 0.02% $736K 2024-08-13 $54.72
2024 Q1 ADDED — — — 6,165 +1,440 +30.5% 0.01% $351K 2024-05-06 $53.52
2023 Q4 REDUCED — — — 4,725 -30 -0.6% 0.01% $256K 2024-02-09 $51.71
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AVMA

As of 2026 Q1 — sorted by position size

Cogent Private Wealth, Inc. 5.37% CROSSPOINT FINANCIAL, LLC 3Y 3.58% Great Point Wealth Advisors, LLC 3Y 7Y 1.13% Vawter Financial, Ltd. 3Y 0.44% Integrity Wealth Solutions LLC 0.35% Versant Capital Management, Inc 3Y 7Y 0.09% Arlington Financial Advisors, LLC 3Y 7Y 0.04% Werba Rubin Papier Wealth Management 3Y 0.03% DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% Plancorp, LLC 3Y 7Y 0.01%

FAQ About Advisory Services Network, LLC and AVMA

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

How long has Advisory Services Network, LLC reported owning AVMA?

Advisory Services Network, LLC reported AVMA across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AVMA position in Advisory Services Network, LLC's portfolio?

The largest reported portfolio weight for AVMA was 0.02% in 2024 Q2.

What is the latest reported AVMA position on this page?

The most recent filing on this page is 2026 Q1, when Advisory Services Network, LLC reported 2,102 shares, equal to 0.00% of portfolio, with an estimated market value of $141K.

What does the chart on this AVMA ownership page compare?

The chart compares Advisory Services Network, LLC's quarterly AVMA 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 Advisory Services Network, LLC time their AVMA position?

Based on 13F filing dates vs. subsequent AVMA price moves, Advisory Services Network, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AVMA relative to SPY over the holding period was +6.3%.

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