SEC 13F Intelligence

Bull Oak Capital, LLC / AVUS

Bull Oak Capital, LLC’s American Centy Etf Tr Position

Does Bull Oak Capital, LLC own American Centy Etf Tr (AVUS)? Yes — 102.2K shares worth $11M (+4.37% of its 13F portfolio) as of Q1 2026, down from 102.7K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
102.2K
% of Portfolio
+4.37%
Quarters Held
10
currently held

Position History AVUS

Reported value by quarter
Q3 ’23: $22,244Q3 ’23Q4 ’23: $4MQ1 ’24: $20MQ1 ’24Q3 ’24: $25MQ4 ’24: $25MQ4 ’24Q1 ’25: $23MQ2 ’25: $11MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026102.2K$11M+4.37%
Q4 2025102.7K$11M+4.69%
Q3 2025103.5K$11M+4.78%
Q2 2025113.5K$11M+5.21%
Q1 2025250.6K$23M+12.62%
Q4 2024257.5K$25M+13.88%
Q3 2024258.8K$25M+14.14%
Q1 2024221.4K$20M+13.28%
Q4 202346.3K$4M+0.97%
Q3 2023304$22,244+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bull Oak Capital, LLC’s full portfolio or all institutional holders of AVUS.