AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 395 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 126.30 and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,588,177 | +3.7% | 725,955 | +3.3% | 7.22% | +3.6% |
Q2 2023 | $54,557,864 | +15.7% | 702,975 | +10.4% | 6.97% | +13.9% |
Q1 2023 | $47,162,486 | +5.1% | 636,815 | +5.8% | 6.12% | -1.4% |
Q4 2022 | $44,864,216 | +15.2% | 602,123 | +2.3% | 6.21% | -1.4% |
Q3 2022 | $38,939,000 | +0.2% | 588,735 | +3.6% | 6.30% | +6.0% |
Q2 2022 | $38,857,000 | -9.6% | 568,422 | +5.6% | 5.95% | -7.7% |
Q1 2022 | $43,004,000 | +5.3% | 538,494 | +5.1% | 6.44% | +6.7% |
Q4 2021 | $40,851,000 | +12.9% | 512,299 | +7.1% | 6.04% | +9.4% |
Q3 2021 | $36,178,000 | +9.3% | 478,479 | +9.9% | 5.52% | -1.3% |
Q2 2021 | $33,100,000 | +824.1% | 435,532 | +778.0% | 5.60% | +268.3% |
Q1 2021 | $3,582,000 | +389.3% | 49,606 | +285.0% | 1.52% | +364.5% |
Q4 2020 | $732,000 | +2052.9% | 12,884 | +1543.4% | 0.33% | +2415.4% |
Q3 2020 | $34,000 | – | 784 | – | 0.01% | – |
Download |
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% |