Tortoise Investment Management, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 160 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$13,940,705
+4.8%
190,291
+7.5%
2.08%
+5.1%
Q2 2023$13,307,953
+11.6%
176,991
+5.2%
1.98%
+4.0%
Q1 2023$11,921,165
+30.3%
168,188
+25.1%
1.90%
+18.6%
Q4 2022$9,146,121
+72.6%
134,482
+58.2%
1.60%
+55.5%
Q3 2022$5,299,000
+21.2%
84,995
+26.4%
1.03%
+20.2%
Q2 2022$4,372,000
-2.2%
67,218
+15.9%
0.86%
+3.5%
Q1 2022$4,472,000
+138.6%
58,000
+148.1%
0.83%
+135.9%
Q4 2021$1,874,000
+225.9%
23,380
+199.7%
0.35%
+202.6%
Q3 2021$575,000
+784.6%
7,800
+791.4%
0.12%
+792.3%
Q2 2021$65,0008750.01%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
BCR Wealth Strategies, LLC 612,709$39,851,00041.18%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 876,635$57,016,00027.86%
WIPFLI FINANCIAL ADVISORS LLC, 1,825,182$118,709,862,00012.91%
Silicon Hills Wealth Management, LLC 271,000$17,626,00012.90%
Waypoint Wealth Partners Inc. 512,372$33,325,00012.78%
Quantum Financial Advisors, LLC 379,984$27,450,00010.30%
Henrickson Nauta Wealth Advisors, Inc. 149,847$9,746,0008.91%
WMG Financial Advisors, LLC 155,772$10,130,0008.78%
SC&H Financial Advisors, Inc. 263,058$17,109,0007.98%
AWM CAPITAL, LLC 242,651$15,782,0007.74%
View complete list of AMERICAN CENTY ETF TR shareholders