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 | $10,796,211 | +11.9% | 138,502 | +11.4% | 1.84% | +15.3% |
| Q2 2023 | $9,646,005 | +33.5% | 124,288 | +27.4% | 1.59% | +24.5% |
| Q1 2023 | $7,225,054 | +8.1% | 97,557 | +8.7% | 1.28% | +1.1% |
| Q4 2022 | $6,686,495 | +11.3% | 89,740 | -1.2% | 1.26% | +0.6% |
| Q3 2022 | $6,010,000 | +10.5% | 90,871 | +14.3% | 1.26% | +18.5% |
| Q2 2022 | $5,437,000 | +6.1% | 79,531 | +23.9% | 1.06% | +21.9% |
| Q1 2022 | $5,124,000 | -0.2% | 64,164 | -0.4% | 0.87% | -3.2% |
| Q4 2021 | $5,136,000 | +164.1% | 64,412 | +150.4% | 0.90% | +138.1% |
| Q3 2021 | $1,945,000 | +13.9% | 25,723 | +14.5% | 0.38% | +12.8% |
| Q2 2021 | $1,708,000 | +5.2% | 22,473 | 0.0% | 0.34% | -4.6% |
| Q1 2021 | $1,623,000 | +20.1% | 22,473 | -5.5% | 0.35% | +11.8% |
| Q4 2020 | $1,351,000 | +43.0% | 23,772 | +7.7% | 0.31% | +22.7% |
| Q3 2020 | $945,000 | +6.2% | 22,078 | +0.5% | 0.26% | +2.4% |
| Q2 2020 | $890,000 | +61.2% | 21,978 | +24.0% | 0.25% | +30.2% |
| Q1 2020 | $552,000 | – | 17,718 | – | 0.19% | – |
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% |