Carlson Capital Management - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 352 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Carlson Capital Management ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$67,426,820
+5.3%
865,001
+4.8%
4.00%
+3.3%
Q2 2023$64,051,340
+13.8%
825,298
+8.6%
3.87%
+6.3%
Q1 2023$56,275,186
+9.1%
759,859
+9.8%
3.64%
-2.2%
Q4 2022$51,582,360
+45.7%
692,288
+29.3%
3.72%
+23.5%
Q3 2022$35,412,000
+10.4%
535,408
+14.1%
3.01%
+6.7%
Q2 2022$32,090,000
-0.1%
469,421
+16.7%
2.82%
+5.2%
Q1 2022$32,129,000
+46.4%
402,312
+46.2%
2.68%
+40.9%
Q4 2021$21,948,000
+77.6%
275,246
+68.4%
1.90%
+45.0%
Q3 2021$12,358,000
+17.5%
163,445
+18.2%
1.31%
-11.3%
Q2 2021$10,513,000
+54.0%
138,327
+46.3%
1.48%
+26.5%
Q1 2021$6,827,000
+75.8%
94,537
+48.3%
1.17%
+63.9%
Q4 2020$3,884,00063,7510.72%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
Unison Advisors LLC 896,619$71,605,00017.26%
WIPFLI FINANCIAL ADVISORS LLC, 1,159,126$92,567,767,0009.34%
Merriman Wealth Management, LLC 1,311,363$104,725,0008.60%
Truepoint, Inc. 2,144,286$171,243,0008.12%
B&D White Capital Company, LLC 284,060$22,685,0007.23%
Henrickson Nauta Wealth Advisors, Inc. 101,145$8,077,0006.72%
TCI Wealth Advisors, Inc. 538,494$43,004,0006.44%
Hill Investment Group Partners, LLC 230,955$18,444,1056.04%
Aprio Wealth Management, LLC 180,597$14,422,0005.50%
Marquette Asset Management, LLC 283,426$22,634,0005.26%
View complete list of AMERICAN CENTY ETF TR shareholders