AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,431,199 | +8.0% | 608,482 | +7.5% | 3.75% | +8.5% |
| Q2 2023 | $43,920,219 | +34.1% | 565,909 | +28.0% | 3.45% | +20.5% |
| Q1 2023 | $32,739,880 | +97.3% | 442,072 | +98.5% | 2.87% | +74.3% |
| Q4 2022 | $16,592,095 | +175.6% | 222,683 | +144.6% | 1.64% | +101.0% |
| Q3 2022 | $6,021,000 | +351.7% | 91,031 | +366.8% | 0.82% | +293.3% |
| Q2 2022 | $1,333,000 | +200.2% | 19,501 | +251.0% | 0.21% | +241.0% |
| Q1 2022 | $444,000 | +5.2% | 5,556 | +5.1% | 0.06% | -32.2% |
| Q4 2021 | $422,000 | +3.7% | 5,287 | -1.7% | 0.09% | +50.0% |
| Q3 2021 | $407,000 | +2.0% | 5,379 | +2.5% | 0.06% | +1.7% |
| Q2 2021 | $399,000 | +5.6% | 5,247 | +0.2% | 0.06% | -31.4% |
| Q1 2021 | $378,000 | – | 5,235 | – | 0.09% | – |
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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% |