AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,364,852 | -57.4% | 18,429 | -57.1% | 0.00% | -100.0% |
| Q4 2022 | $3,202,514 | +80.5% | 42,981 | +60.2% | 0.00% | – |
| Q3 2022 | $1,774,000 | -62.4% | 26,829 | -61.1% | 0.00% | -100.0% |
| Q2 2022 | $4,716,000 | +1950.4% | 68,995 | +2294.8% | 0.00% | – |
| Q1 2022 | $230,000 | -88.4% | 2,881 | -88.4% | 0.00% | – |
| Q4 2021 | $1,980,000 | -59.9% | 24,822 | -62.0% | 0.00% | -100.0% |
| Q3 2021 | $4,942,000 | +149.0% | 65,361 | +150.2% | 0.00% | – |
| Q2 2021 | $1,985,000 | -1.2% | 26,121 | -6.1% | 0.00% | – |
| Q1 2021 | $2,009,000 | -63.5% | 27,815 | -71.3% | 0.00% | – |
| Q4 2020 | $5,502,000 | +1002.6% | 96,818 | +731.3% | 0.00% | – |
| Q3 2020 | $499,000 | -66.8% | 11,646 | -68.6% | 0.00% | – |
| Q2 2020 | $1,501,000 | – | 37,047 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |