AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 26 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $824,565 | -4.4% | 17,196 | -0.3% | 0.06% | 0.0% |
| Q2 2023 | $862,097 | -8.2% | 17,242 | -7.6% | 0.06% | -9.0% |
| Q1 2023 | $939,588 | +3.1% | 18,661 | +0.2% | 0.07% | -4.3% |
| Q4 2022 | $911,023 | -9.7% | 18,618 | -12.0% | 0.07% | -16.7% |
| Q3 2022 | $1,009,000 | -7.0% | 21,166 | -2.7% | 0.08% | -3.4% |
| Q2 2022 | $1,085,000 | +0.9% | 21,762 | +4.5% | 0.09% | +20.8% |
| Q1 2022 | $1,075,000 | +2.5% | 20,826 | +9.7% | 0.07% | +5.9% |
| Q4 2021 | $1,049,000 | -9.7% | 18,983 | -8.5% | 0.07% | -18.1% |
| Q3 2021 | $1,162,000 | +45.6% | 20,743 | +44.5% | 0.08% | +31.7% |
| Q2 2021 | $798,000 | +74.6% | 14,359 | +71.7% | 0.06% | +43.2% |
| Q1 2021 | $457,000 | +83.5% | 8,362 | +83.8% | 0.04% | +69.2% |
| Q4 2020 | $249,000 | – | 4,549 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 320,484 | $15,367,208 | 3.21% |
| Stewardship Advisors, LLC | 157,077 | $7,531,834 | 2.94% |
| GEM Asset Management, LLC | 57,457 | $2,755,059 | 2.18% |
| CX Institutional | 458,460 | $21,983,143 | 1.21% |
| CNB Bank | 34,265 | $1,643,007 | 0.97% |
| Landmark Wealth Management, LLC | 34,409 | $1,650 | 0.94% |
| CONDOR CAPITAL MANAGEMENT | 132,509 | $6,353,842 | 0.78% |
| Core Wealth Advisors, Inc. | 33,784 | $1,619,943 | 0.66% |
| Altus Wealth Group LLC | 17,716 | $849,463 | 0.54% |
| First Affirmative Financial Network | 10,617 | $509,089 | 0.50% |