AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |