AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 33 filers reported holding AMERICAN CENTY ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $721,580 | +3.1% | 14,274 | +3.9% | 0.04% | -12.2% |
| Q4 2023 | $699,928 | -15.1% | 13,735 | -20.1% | 0.04% | -32.8% |
| 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 ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |