AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,363,741 | +55.1% | 153,571 | +61.8% | 0.01% | +22.2% |
| Q2 2023 | $4,746,656 | +4.4% | 94,932 | +5.1% | 0.01% | 0.0% |
| Q1 2023 | $4,546,118 | +214.8% | 90,291 | +205.9% | 0.01% | +200.0% |
| Q4 2022 | $1,444,000 | +323.5% | 29,513 | +312.3% | 0.00% | +200.0% |
| Q3 2022 | $341,000 | +14.0% | 7,159 | +19.3% | 0.00% | 0.0% |
| Q2 2022 | $299,000 | +21.1% | 6,002 | +25.2% | 0.00% | – |
| Q1 2022 | $247,000 | +14.4% | 4,794 | +21.9% | 0.00% | – |
| Q4 2021 | $216,000 | +24.9% | 3,933 | +25.1% | 0.00% | – |
| Q3 2021 | $173,000 | +13.8% | 3,145 | +14.7% | 0.00% | – |
| Q2 2021 | $152,000 | +4.1% | 2,742 | +2.8% | 0.00% | – |
| Q1 2021 | $146,000 | -2.7% | 2,668 | -2.3% | 0.00% | – |
| Q4 2020 | $150,000 | +47.1% | 2,732 | +43.0% | 0.00% | – |
| Q3 2020 | $102,000 | – | 1,911 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |