AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 268 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 4.00 and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,549,655 | +8.6% | 1,072,203 | +11.5% | 0.10% | +9.7% |
| Q2 2023 | $72,332,364 | +16.7% | 961,994 | +10.0% | 0.09% | +6.9% |
| Q1 2023 | $61,981,164 | +11.6% | 874,452 | +7.1% | 0.09% | +3.6% |
| Q4 2022 | $55,539,611 | +92.8% | 816,641 | +76.8% | 0.08% | +68.0% |
| Q3 2022 | $28,802,000 | +7539.8% | 461,928 | +7872.5% | 0.05% | +4900.0% |
| Q2 2022 | $377,000 | -17.7% | 5,794 | -2.5% | 0.00% | 0.0% |
| Q1 2022 | $458,000 | -6.3% | 5,941 | -2.6% | 0.00% | 0.0% |
| Q4 2021 | $489,000 | +50.5% | 6,100 | +38.5% | 0.00% | 0.0% |
| Q3 2021 | $325,000 | +8.3% | 4,403 | +9.0% | 0.00% | 0.0% |
| Q2 2021 | $300,000 | +7.1% | 4,039 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $280,000 | +40.0% | 4,044 | +27.4% | 0.00% | – |
| Q4 2020 | $200,000 | +6566.7% | 3,174 | +5670.9% | 0.00% | – |
| Q3 2020 | $3,000 | – | 55 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 631,959 | $46,297 | 36.89% |
| Waypoint Wealth Partners Inc. | 869,165 | $63,675,010 | 22.11% |
| WMG Financial Advisors, LLC | 328,652 | $24,077,022 | 20.45% |
| Werba Rubin Papier Wealth Management | 573,657 | $42,026,095 | 14.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 427,205 | $31,297,038 | 14.73% |
| Quantum Financial Advisors, LLC | 661,640 | $48,471,721 | 14.25% |
| Great Point Wealth Advisors, LLC | 611,101 | $44,769,277 | 13.43% |
| CONTINUUM WEALTH ADVISORS, LLC | 258,047 | $18,904,523 | 13.32% |
| B&D White Capital Company, LLC | 460,482 | $33,734,919 | 12.59% |
| Pacific Life Fund Advisors LLC | 1,464,515 | $107,290,369 | 11.36% |