WESPAC Advisors SoCal, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 145 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$506,300
-1.5%
6,911
+1.1%
0.17%
-2.8%
Q2 2023$513,999
-68.7%
6,836
-70.5%
0.18%
-69.0%
Q1 2023$1,643,282
+4.8%
23,184
+0.6%
0.57%
-2.7%
Q4 2022$1,567,767
+0.6%
23,052
+1.8%
0.58%
-10.4%
Q3 2022$1,558,000
+291.5%
22,645
+270.3%
0.65%
+328.3%
Q2 2022$398,000
+15.0%
6,115
+36.3%
0.15%
+42.1%
Q1 2022$346,0004,4870.11%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pacific Life Fund Advisors LLC 1,980,314$140,364,65649.69%
BCR Wealth Strategies, LLC 651,154$46,15336.81%
Waypoint Wealth Partners Inc. 793,829$56,266,59020.07%
WMG Financial Advisors, LLC 219,151$19,617,40416.25%
Bull Oak Capital, LLC 280,711$19,896,79615.39%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 412,016$29,203,69414.13%
Werba Rubin Papier Wealth Management 498,587$35,339,85413.88%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 396,034$28,070,87412.91%
Great Point Wealth Advisors, LLC 543,780$38,543,09712.21%
CONTINUUM WEALTH ADVISORS, LLC 209,068$14,818,74012.09%
View complete list of AMERICAN CENTY ETF TR shareholders