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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |