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 2023 | $2,858,629 | +0.4% | 59,617 | +4.6% | 0.14% | -2.0% |
| Q2 2023 | $2,848,531 | -2.0% | 56,971 | -1.3% | 0.15% | -10.8% |
| Q1 2023 | $2,906,154 | -0.3% | 57,719 | -3.1% | 0.17% | -9.3% |
| Q4 2022 | $2,914,391 | +21.2% | 59,562 | +18.0% | 0.18% | 0.0% |
| Q3 2022 | $2,405,000 | -1.5% | 50,457 | +3.0% | 0.18% | -14.9% |
| Q2 2022 | $2,441,000 | +670.0% | 48,982 | +697.5% | 0.22% | +795.8% |
| Q1 2022 | $317,000 | +32.1% | 6,142 | +41.6% | 0.02% | +33.3% |
| Q4 2021 | $240,000 | +0.8% | 4,337 | +0.3% | 0.02% | -5.3% |
| Q3 2021 | $238,000 | – | 4,322 | – | 0.02% | – |
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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% |