AMERICAN CENTY ETF TR's ticker is QGRO and the CUSIP is 025072307. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,316,382 | -3.4% | 19,534 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $1,362,315 | +21.5% | 19,712 | +12.9% | 0.00% | 0.0% |
| Q1 2023 | $1,121,431 | +14.8% | 17,463 | +3.1% | 0.00% | +100.0% |
| Q4 2022 | $977,257 | +205.4% | 16,931 | +190.4% | 0.00% | 0.0% |
| Q3 2022 | $320,000 | +166.7% | 5,830 | +170.2% | 0.00% | – |
| Q2 2022 | $120,000 | -18.4% | 2,158 | 0.0% | 0.00% | – |
| Q1 2022 | $147,000 | -11.4% | 2,158 | 0.0% | 0.00% | – |
| Q4 2021 | $166,000 | +8.5% | 2,158 | 0.0% | 0.00% | – |
| Q3 2021 | $153,000 | +1.3% | 2,158 | 0.0% | 0.00% | – |
| Q2 2021 | $151,000 | +10.2% | 2,158 | +1.1% | 0.00% | – |
| Q1 2021 | $137,000 | +75.6% | 2,134 | +69.8% | 0.00% | – |
| Q4 2020 | $78,000 | – | 1,257 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,124,557 | $75,783,912 | 16.02% |
| Ruggaard & Associates LLC | 97,051 | $6,540,240 | 3.90% |
| Parcion Private Wealth LLC | 546,624 | $36,836,983 | 3.82% |
| MONEYWISE, INC. | 87,761 | $5,914,215 | 3.71% |
| IAM Advisory, LLC | 157,421 | $10,608,613 | 3.70% |
| GREAT VALLEY ADVISOR GROUP, INC. | 783,230 | $52,781,415 | 2.19% |
| PCG Wealth Advisors, LLC | 45,074 | $3,037,611 | 1.99% |
| Procyon Advisors, LLC | 285,191 | $19,219,025 | 1.97% |
| Per Stirling Capital Management, LLC. | 123,869 | $8,347,558 | 1.73% |
| Pathway Financial Advisors LLC | 43,989 | $2,964,405 | 1.01% |