AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 51 filers reported holding AMERICAN CENTY ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,353,844 | -15.6% | 320,205 | -12.0% | 0.33% | -17.4% |
| Q2 2023 | $18,194,186 | -15.1% | 363,884 | -14.5% | 0.40% | -19.9% |
| Q1 2023 | $21,436,776 | -4.6% | 425,755 | -7.3% | 0.50% | -22.9% |
| Q4 2022 | $22,472,427 | -36.3% | 459,277 | -37.9% | 0.65% | -50.2% |
| Q3 2022 | $35,269,000 | -9.7% | 739,854 | -5.6% | 1.31% | -22.0% |
| Q2 2022 | $39,058,000 | -19.2% | 783,659 | -16.3% | 1.68% | -8.1% |
| Q1 2022 | $48,323,000 | -9.7% | 935,857 | -3.4% | 1.82% | -3.6% |
| Q4 2021 | $53,502,000 | +12.6% | 968,362 | +12.3% | 1.89% | +0.6% |
| Q3 2021 | $47,499,000 | +6.3% | 861,969 | +7.2% | 1.88% | +2.3% |
| Q2 2021 | $44,676,000 | +23.6% | 804,324 | +21.5% | 1.84% | +8.9% |
| Q1 2021 | $36,151,000 | +27.0% | 661,979 | +27.1% | 1.69% | +14.0% |
| Q4 2020 | $28,455,000 | +63.0% | 520,733 | +59.9% | 1.48% | +22.9% |
| Q3 2020 | $17,452,000 | +20.2% | 325,749 | +18.6% | 1.21% | +15.3% |
| Q2 2020 | $14,520,000 | +17.3% | 274,726 | +14.2% | 1.05% | -4.6% |
| Q1 2020 | $12,380,000 | +122.9% | 240,528 | +129.2% | 1.10% | +151.0% |
| Q4 2019 | $5,555,000 | +970.3% | 104,965 | +968.7% | 0.44% | +829.8% |
| Q3 2019 | $519,000 | -16.0% | 9,822 | -16.9% | 0.05% | -2.1% |
| Q2 2019 | $618,000 | +571.7% | 11,822 | +557.5% | 0.05% | +269.2% |
| Q1 2019 | $92,000 | – | 1,798 | – | 0.01% | – |
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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% |