Sterneck Capital Management, LLC - AMERICAN CENTY ETF TR ownership

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AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 437 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is 2.18 and the average weighting 1.4%.

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Quarter-by-quarter ownership
Sterneck Capital Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$3,065,573
+8.4%
39,327
+8.0%
2.05%
+18.2%
Q2 2023$2,827,318
+4.4%
36,430
-0.3%
1.73%
+1.5%
Q1 2023$2,707,049
-0.5%
36,552
+0.1%
1.71%
-5.4%
Q4 2022$2,720,032
+14.2%
36,506
+1.4%
1.80%
+7.2%
Q3 2022$2,382,000
+7.5%
36,016
+11.1%
1.68%
+13.3%
Q2 2022$2,216,000
-20.1%
32,411
-6.7%
1.48%
-10.8%
Q1 2022$2,773,000
-6.9%
34,726
-7.0%
1.66%
-5.5%
Q4 2021$2,977,000
+3.6%
37,340
-1.8%
1.76%
-3.8%
Q3 2021$2,874,000
-19.3%
38,013
-22.2%
1.83%
-17.0%
Q2 2021$3,563,000
+1.4%
48,832
+0.3%
2.20%
-10.2%
Q1 2021$3,515,000
+22.8%
48,673
-3.4%
2.46%
+14.3%
Q4 2020$2,863,000
+9.3%
50,377
-17.7%
2.15%
-3.0%
Q3 2020$2,620,000
+7.6%
61,178
+1.8%
2.21%
-3.4%
Q2 2020$2,434,000
+103.9%
60,083
+56.6%
2.29%
+90.6%
Q1 2020$1,194,000
-43.0%
38,359
-0.6%
1.20%
-27.8%
Q4 2019$2,093,000
+41.5%
38,578
+30.7%
1.67%
+23.3%
Q3 2019$1,479,000–29,514–1.35%–
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Other shareholders
AMERICAN CENTY ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Meredith Wealth Planning 511,550$39,875,34729.64%
Bull Oak Capital, LLC 259,012$20,189,99522.09%
QUARRY HILL ADVISORS, LLC 271,454$21,159,85819.39%
SATOVSKY ASSET MANAGEMENT LLC 627,397$48,905,63416.56%
Creative Capital Management Investments LLC 282,858$22,048,78115.11%
Merriman Wealth Management, LLC 3,613,772$281,693,54314.57%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 351,365$27,388,90212.89%
CGC Financial Services, LLC 235,304$18,341,94912.82%
Werba Rubin Papier Wealth Management 460,374$35,886,11712.77%
WMG Financial Advisors, LLC 172,179$13,421,38611.40%
View complete list of AMERICAN CENTY ETF TR shareholders