AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 59 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $382 | -90.2% | 7,635 | -90.4% | 0.02% | -91.4% |
| Q4 2022 | $3,908 | -99.8% | 79,875 | +99.9% | 0.20% | +93.1% |
| Q3 2022 | $1,905,000 | +677.6% | 39,962 | +713.7% | 0.10% | +684.6% |
| Q2 2022 | $245,000 | -92.0% | 4,911 | -91.8% | 0.01% | -87.7% |
| Q1 2022 | $3,075,000 | +367.3% | 59,556 | +399.5% | 0.11% | +488.9% |
| Q4 2021 | $658,000 | +73.2% | 11,924 | +72.9% | 0.02% | +20.0% |
| Q3 2021 | $380,000 | -0.8% | 6,896 | 0.0% | 0.02% | -21.1% |
| Q2 2021 | $383,000 | – | 6,896 | – | 0.02% | – |
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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% |