AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 38 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $213,000 | -62.9% | 4,474 | -61.1% | 0.02% | -60.9% |
| Q2 2022 | $574,000 | -70.3% | 11,514 | -69.2% | 0.06% | -65.6% |
| Q1 2022 | $1,933,000 | +52.3% | 37,429 | +63.0% | 0.19% | +55.0% |
| Q4 2021 | $1,269,000 | +46.0% | 22,964 | +46.7% | 0.12% | +29.0% |
| Q3 2021 | $869,000 | 0.0% | 15,650 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $869,000 | -1.0% | 15,650 | -2.7% | 0.09% | -7.0% |
| Q1 2021 | $878,000 | +29.1% | 16,080 | +29.2% | 0.10% | +19.0% |
| Q4 2020 | $680,000 | +1.2% | 12,450 | -0.8% | 0.08% | -7.7% |
| Q3 2020 | $672,000 | +41.5% | 12,550 | +39.4% | 0.09% | +30.0% |
| Q2 2020 | $475,000 | +64.9% | 9,000 | +65.1% | 0.07% | +40.0% |
| Q4 2019 | $288,000 | +22.6% | 5,450 | +22.5% | 0.05% | +8.7% |
| Q3 2019 | $235,000 | – | 4,450 | – | 0.05% | – |
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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% |