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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,490,398 | -4.7% | 96,092 | -5.2% | 0.06% | -4.5% |
| Q2 2023 | $7,863,207 | -28.9% | 101,317 | -32.2% | 0.07% | -39.6% |
| Q1 2023 | $11,064,089 | +23.2% | 149,394 | +24.0% | 0.11% | +12.1% |
| Q4 2022 | $8,980,354 | -1.6% | 120,525 | -12.6% | 0.10% | -13.9% |
| Q3 2022 | $9,122,000 | -8.1% | 137,924 | -5.1% | 0.12% | -15.4% |
| Q2 2022 | $9,930,000 | -23.4% | 145,260 | -10.6% | 0.14% | -17.6% |
| Q1 2022 | $12,969,000 | -0.4% | 162,403 | -0.5% | 0.16% | -10.8% |
| Q4 2021 | $13,019,000 | -21.5% | 163,263 | -25.6% | 0.18% | -33.2% |
| Q3 2021 | $16,584,000 | -2.8% | 219,340 | -2.3% | 0.28% | -12.1% |
| Q2 2021 | $17,059,000 | +311.9% | 224,462 | +291.3% | 0.32% | +270.6% |
| Q1 2021 | $4,142,000 | – | 57,357 | – | 0.08% | – |
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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% |