AMERICAN CENTY ETF TR's ticker is QGRO and the CUSIP is 025072307. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,095,460 | +27.7% | 31,095 | +31.0% | 0.11% | +24.7% |
| Q2 2023 | $1,640,544 | +402.9% | 23,738 | +367.3% | 0.08% | +347.4% |
| Q1 2023 | $326,202 | +28.6% | 5,080 | +15.6% | 0.02% | +18.8% |
| Q4 2022 | $253,670 | +4.4% | 4,395 | -0.6% | 0.02% | -11.1% |
| Q3 2022 | $243,000 | -1.2% | 4,422 | -0.0% | 0.02% | -18.2% |
| Q2 2022 | $246,000 | -53.4% | 4,423 | -43.0% | 0.02% | -45.0% |
| Q1 2022 | $528,000 | -9.4% | 7,765 | +2.3% | 0.04% | -7.0% |
| Q4 2021 | $583,000 | +12.3% | 7,587 | +3.6% | 0.04% | +2.4% |
| Q3 2021 | $519,000 | +2.8% | 7,320 | +1.6% | 0.04% | +31.2% |
| Q2 2021 | $505,000 | +5.9% | 7,207 | -2.9% | 0.03% | -5.9% |
| Q1 2021 | $477,000 | +4.4% | 7,424 | +0.7% | 0.03% | -10.5% |
| Q4 2020 | $457,000 | – | 7,376 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1,124,557 | $75,783,912 | 16.02% |
| Ruggaard & Associates LLC | 97,051 | $6,540,240 | 3.90% |
| Parcion Private Wealth LLC | 546,624 | $36,836,983 | 3.82% |
| MONEYWISE, INC. | 87,761 | $5,914,215 | 3.71% |
| IAM Advisory, LLC | 157,421 | $10,608,613 | 3.70% |
| GREAT VALLEY ADVISOR GROUP, INC. | 783,230 | $52,781,415 | 2.19% |
| PCG Wealth Advisors, LLC | 45,074 | $3,037,611 | 1.99% |
| Procyon Advisors, LLC | 285,191 | $19,219,025 | 1.97% |
| Per Stirling Capital Management, LLC. | 123,869 | $8,347,558 | 1.73% |
| Pathway Financial Advisors LLC | 43,989 | $2,964,405 | 1.01% |