AMERICAN CENTY ETF TR's ticker is QGRO and the CUSIP is 025072307. A total of 56 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $271,126 | +11.3% | 4,222 | 0.0% | 0.00% | – |
| Q4 2022 | $243,694 | +5.0% | 4,222 | 0.0% | 0.00% | – |
| Q3 2022 | $232,000 | -1.3% | 4,222 | 0.0% | 0.00% | – |
| Q2 2022 | $235,000 | -18.1% | 4,222 | 0.0% | 0.00% | – |
| Q1 2022 | $287,000 | -11.4% | 4,222 | 0.0% | 0.00% | – |
| Q4 2021 | $324,000 | +8.0% | 4,222 | 0.0% | 0.00% | – |
| Q3 2021 | $300,000 | +1.4% | 4,222 | 0.0% | 0.00% | – |
| Q2 2021 | $296,000 | +9.2% | 4,222 | 0.0% | 0.00% | – |
| Q1 2021 | $271,000 | +3.8% | 4,222 | 0.0% | 0.00% | – |
| Q4 2020 | $261,000 | +13.5% | 4,222 | 0.0% | 0.00% | – |
| Q3 2020 | $230,000 | +11.1% | 4,222 | 0.0% | 0.00% | – |
| Q2 2020 | $207,000 | – | 4,222 | – | 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% |