AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,510,143 | +8.0% | 49,844 | +8.4% | 0.22% | +5.3% |
Q1 2024 | $2,324,565 | +7.1% | 45,985 | +7.9% | 0.21% | 0.0% |
Q4 2023 | $2,171,372 | -1.5% | 42,609 | -7.3% | 0.21% | -12.7% |
Q3 2023 | $2,203,643 | +13.7% | 45,957 | +19.4% | 0.24% | +12.4% |
Q1 2023 | $1,938,174 | +96.6% | 38,494 | +91.1% | 0.21% | +87.5% |
Q4 2022 | $985,627 | +61.3% | 20,144 | +57.2% | 0.11% | +64.7% |
Q3 2022 | $611,000 | -29.6% | 12,813 | -26.4% | 0.07% | -25.3% |
Q2 2022 | $868,000 | -67.7% | 17,407 | -66.5% | 0.09% | -64.0% |
Q1 2022 | $2,684,000 | -16.9% | 51,988 | -11.0% | 0.25% | -14.5% |
Q4 2021 | $3,228,000 | +55.3% | 58,426 | +54.8% | 0.30% | +51.8% |
Q3 2021 | $2,079,000 | +0.9% | 37,734 | +1.8% | 0.20% | +1.0% |
Q2 2021 | $2,060,000 | +10.6% | 37,081 | +8.7% | 0.19% | -0.5% |
Q1 2021 | $1,862,000 | +7.9% | 34,105 | +8.0% | 0.19% | -1.0% |
Q4 2020 | $1,726,000 | +79.2% | 31,593 | +75.8% | 0.20% | +48.5% |
Q3 2020 | $963,000 | +8.8% | 17,975 | +7.3% | 0.13% | +1.5% |
Q2 2020 | $885,000 | +256.9% | 16,750 | +257.3% | 0.13% | +209.5% |
Q4 2019 | $248,000 | – | 4,688 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
CX Institutional | 345,482 | $17,219,000 | 1.30% |
CNB Bank | 38,195 | $1,904,000 | 1.23% |
SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |