AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,673,982 | -35.2% | 34,911 | -32.4% | 0.00% | 0.0% |
| Q2 2023 | $2,583,050 | +73.2% | 51,661 | +74.4% | 0.00% | 0.0% |
| Q1 2023 | $1,491,266 | -75.8% | 29,618 | -76.5% | 0.00% | -66.7% |
| Q4 2022 | $6,165,131 | -84.8% | 125,999 | -85.2% | 0.00% | -83.3% |
| Q3 2022 | $40,542,000 | +262.1% | 850,477 | +278.6% | 0.02% | +260.0% |
| Q2 2022 | $11,197,000 | -32.1% | 224,650 | -29.7% | 0.01% | 0.0% |
| Q1 2022 | $16,491,000 | +1318.0% | 319,386 | +1416.8% | 0.01% | – |
| Q4 2021 | $1,163,000 | +17.4% | 21,057 | +18.1% | 0.00% | – |
| Q2 2021 | $991,000 | -18.7% | 17,835 | -20.1% | 0.00% | -100.0% |
| Q1 2021 | $1,219,000 | -48.4% | 22,331 | -48.3% | 0.00% | 0.0% |
| Q4 2020 | $2,362,000 | +8.8% | 43,216 | +6.6% | 0.00% | 0.0% |
| Q3 2020 | $2,171,000 | -69.1% | 40,526 | -69.5% | 0.00% | -80.0% |
| Q2 2020 | $7,024,000 | -14.4% | 132,900 | -16.6% | 0.01% | -37.5% |
| Q1 2020 | $8,204,000 | +281.2% | 159,402 | +291.7% | 0.01% | +100.0% |
| Q3 2019 | $2,152,000 | +124.2% | 40,698 | +121.2% | 0.00% | +100.0% |
| Q2 2019 | $960,000 | – | 18,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 320,484 | $15,367,208 | 3.21% |
| Stewardship Advisors, LLC | 157,077 | $7,531,834 | 2.94% |
| GEM Asset Management, LLC | 57,457 | $2,755,059 | 2.18% |
| CX Institutional | 458,460 | $21,983,143 | 1.21% |
| CNB Bank | 34,265 | $1,643,007 | 0.97% |
| Landmark Wealth Management, LLC | 34,409 | $1,650 | 0.94% |
| CONDOR CAPITAL MANAGEMENT | 132,509 | $6,353,842 | 0.78% |
| Core Wealth Advisors, Inc. | 33,784 | $1,619,943 | 0.66% |
| Altus Wealth Group LLC | 17,716 | $849,463 | 0.54% |
| First Affirmative Financial Network | 10,617 | $509,089 | 0.50% |