AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 59 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,986 | +37.1% | 1,397 | +43.0% | 0.00% | – |
| Q2 2023 | $48,850 | +397.6% | 977 | +401.0% | 0.00% | – |
| Q1 2023 | $9,818 | -98.1% | 195 | -98.2% | 0.00% | – |
| Q4 2022 | $518,511 | +10270.2% | 10,597 | +9897.2% | 0.00% | – |
| Q1 2022 | $5,000 | +66.7% | 106 | +68.3% | 0.00% | – |
| Q4 2021 | $3,000 | +50.0% | 63 | +117.2% | 0.00% | – |
| Q2 2020 | $2,000 | -33.3% | 29 | -49.1% | 0.00% | – |
| Q1 2020 | $3,000 | -96.5% | 57 | -96.4% | 0.00% | – |
| Q4 2019 | $85,000 | – | 1,600 | – | 0.00% | – |
Download | ||||||
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% |