AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 38 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,752,735 | +14.0% | 1,412,987 | +18.9% | 0.03% | +19.2% |
| Q2 2023 | $59,424,438 | +13.9% | 1,188,489 | +14.7% | 0.03% | +4.0% |
| Q1 2023 | $52,152,618 | +12.7% | 1,035,802 | +9.5% | 0.02% | +4.2% |
| Q4 2022 | $46,275,450 | +33.0% | 945,748 | +29.6% | 0.02% | +20.0% |
| Q3 2022 | $34,787,000 | +27.1% | 729,753 | +32.9% | 0.02% | +33.3% |
| Q2 2022 | $27,368,000 | +24.4% | 549,120 | +28.9% | 0.02% | +36.4% |
| Q1 2022 | $21,996,000 | +11.3% | 425,987 | +19.1% | 0.01% | +10.0% |
| Q4 2021 | $19,758,000 | +26.7% | 357,611 | +26.4% | 0.01% | +11.1% |
| Q3 2021 | $15,594,000 | +20.8% | 282,995 | +21.8% | 0.01% | +28.6% |
| Q2 2021 | $12,909,000 | +74.1% | 232,417 | +71.1% | 0.01% | +40.0% |
| Q1 2021 | $7,416,000 | +360.9% | 135,800 | +361.2% | 0.01% | +400.0% |
| Q4 2020 | $1,609,000 | +127.6% | 29,446 | +123.1% | 0.00% | 0.0% |
| Q3 2020 | $707,000 | – | 13,200 | – | 0.00% | – |
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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% |