Gradient Capital Advisors, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is and the CUSIP is 025072349. A total of 52 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q2 2024$283,785
-0.7%
4,516
+1.6%
0.10%
-3.8%
Q1 2024$285,700
-8.3%
4,446
-17.6%
0.10%
-11.8%
Q4 2023$311,615
+9.6%
5,3950.0%0.12%0.0%
Q3 2023$284,209
-6.1%
5,395
-4.9%
0.12%
-1.7%
Q2 2023$302,601
+4.4%
5,6720.0%0.12%
-1.6%
Q1 2023$289,896
+4.1%
5,672
+2.2%
0.12%
-3.1%
Q4 2022$278,504
-18.1%
5,549
-27.5%
0.13%
-21.6%
Q3 2022$340,000
-8.6%
7,650
-5.1%
0.16%
-9.0%
Q2 2022$372,000
+49.4%
8,063
+75.2%
0.18%
+69.5%
Q1 2022$249,0004,6030.10%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 291,321$18,306,61614.61%
Oceanside Advisors LLC 224,164$14,086,43811.38%
Shotwell Rutter Baer Inc 196,222$12,322,73710.92%
Fortress Wealth Management, Inc. 322,069$20,238,80710.35%
Allegiance Financial Group Advisory Services LLC 407,239$25,590,8879.80%
JRM Investment Counsel, LLC 454,425$28,556,0619.63%
Heritage Wealth Management, Inc. /CA/ 195,442$12,281,5569.01%
Northland Capital Management LLC 190,362$11,962,3688.37%
Moisand Fitzgerald Tamayo, LLC 797,302$50,102,4287.50%
Bridgewater Advisors Inc. 922,082$58,155,6867.20%
View complete list of AMERICAN CENTY ETF TR shareholders