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 | $228,323 | -2.4% | 4,762 | +1.8% | 0.02% | 0.0% |
| Q2 2023 | $234,023 | -2.9% | 4,680 | -2.2% | 0.02% | -13.6% |
| Q1 2023 | $240,908 | -21.0% | 4,785 | -25.1% | 0.02% | -33.3% |
| Q3 2022 | $305,000 | -18.2% | 6,392 | -14.6% | 0.03% | -15.4% |
| Q2 2022 | $373,000 | +16.2% | 7,484 | +20.5% | 0.04% | +30.0% |
| Q1 2022 | $321,000 | – | 6,209 | – | 0.03% | – |
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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% |