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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Goldstein Advisors, LLC | 298,731 | $14,936,550 | 3.13% |
| Stewardship Advisors, LLC | 155,843 | $7,792,157 | 2.93% |
| GEM Asset Management, LLC | 48,788 | $2,439,406 | 1.88% |
| CX Institutional | 411,152 | $20,557,606 | 1.06% |
| CNB Bank | 35,215 | $1,760,750 | 1.04% |
| SFG Wealth Management, LLC. | 18,019 | $900,976 | 0.76% |
| CONDOR CAPITAL MANAGEMENT | 121,444 | $6,072,200 | 0.73% |
| Core Wealth Advisors, Inc. | 30,583 | $1,529,150 | 0.61% |
| First Affirmative Financial Network | 10,992 | $549,591 | 0.55% |
| Certified Advisory Corp | 59,588 | $2,979,400 | 0.55% |