AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 34 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,126 | -2.6% | 4,861 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $365,489 | +4.7% | 4,861 | -1.3% | 0.02% | 0.0% |
| Q1 2023 | $349,198 | +4.1% | 4,927 | -0.1% | 0.02% | +5.9% |
| Q4 2022 | $335,516 | +30.0% | 4,933 | +19.4% | 0.02% | 0.0% |
| Q3 2022 | $258,000 | +21.1% | 4,130 | +26.3% | 0.02% | +13.3% |
| Q2 2022 | $213,000 | -15.5% | 3,269 | 0.0% | 0.02% | -28.6% |
| Q1 2022 | $252,000 | -50.7% | 3,269 | -50.5% | 0.02% | +5.0% |
| Q4 2021 | $511,000 | +112.0% | 6,607 | +102.1% | 0.02% | 0.0% |
| Q3 2021 | $241,000 | -0.8% | 3,269 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $243,000 | -3.6% | 3,269 | -10.0% | 0.02% | -27.6% |
| Q1 2021 | $252,000 | +10.0% | 3,634 | 0.0% | 0.03% | +16.0% |
| Q4 2020 | $229,000 | +9.6% | 3,634 | -29.0% | 0.02% | -44.4% |
| Q1 2020 | $209,000 | – | 5,119 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 2,083,556 | $141,702,644 | 50.55% |
| BCR Wealth Strategies, LLC | 656,718 | $44,663 | 38.53% |
| Waypoint Wealth Partners Inc. | 733,914 | $49,913,480 | 19.62% |
| Quantum Financial Advisors, LLC | 528,744 | $35,959,886 | 16.19% |
| Werba Rubin Papier Wealth Management | 533,362 | $36,273,990 | 14.96% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 432,102 | $29,387,241 | 14.23% |
| CONTINUUM WEALTH ADVISORS, LLC | 202,965 | $13,803,650 | 13.71% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 397,172 | $27,011,668 | 13.62% |
| Silicon Hills Wealth Management, LLC | 250,503 | $17,036,694 | 12.66% |
| Great Point Wealth Advisors, LLC | 512,995 | $34,888,773 | 11.70% |