AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 68 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $557,726 | +9.6% | 10,944 | +3.1% | 0.44% | -10.6% |
Q3 2023 | $509,089 | -7.4% | 10,617 | -3.4% | 0.50% | -9.3% |
Q2 2023 | $549,591 | -0.9% | 10,992 | -0.2% | 0.55% | -14.5% |
Q1 2023 | $554,555 | +1.4% | 11,014 | -1.5% | 0.64% | -3.0% |
Q4 2022 | $546,912 | -9.6% | 11,177 | -11.9% | 0.66% | -14.0% |
Q3 2022 | $605,000 | -23.8% | 12,682 | -20.4% | 0.77% | -14.6% |
Q2 2022 | $794,000 | -6.4% | 15,926 | -3.1% | 0.90% | +10.9% |
Q1 2022 | $848,000 | +36.6% | 16,429 | +46.1% | 0.81% | +43.4% |
Q4 2021 | $621,000 | +13.5% | 11,247 | +13.3% | 0.57% | +0.7% |
Q3 2021 | $547,000 | – | 9,929 | – | 0.56% | – |
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% |