AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 245 filers reported holding AMERICAN CENTY ETF TR in Q1 2023. The put-call ratio across all filers is 2,811.11 and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,801 | -4.8% | 4,085 | +0.3% | 0.06% | -3.2% |
| Q2 2023 | $312,868 | +12.5% | 4,072 | +3.7% | 0.06% | +1.6% |
| Q1 2023 | $278,170 | -3.4% | 3,925 | +0.3% | 0.06% | -1.6% |
| Q4 2022 | $288,049 | +44.0% | 3,912 | +21.9% | 0.06% | +18.9% |
| Q3 2022 | $200,000 | -3.8% | 3,209 | +0.4% | 0.05% | +1.9% |
| Q2 2022 | $208,000 | -15.4% | 3,195 | +0.1% | 0.05% | -1.9% |
| Q1 2022 | $246,000 | +1.2% | 3,193 | +0.0% | 0.05% | 0.0% |
| Q4 2021 | $243,000 | +9.5% | 3,192 | +6.0% | 0.05% | +1.9% |
| Q3 2021 | $222,000 | – | 3,011 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BCR Wealth Strategies, LLC | 631,959 | $46,297 | 36.89% |
| Waypoint Wealth Partners Inc. | 869,165 | $63,675,010 | 22.11% |
| WMG Financial Advisors, LLC | 328,652 | $24,077,022 | 20.45% |
| Werba Rubin Papier Wealth Management | 573,657 | $42,026,095 | 14.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 427,205 | $31,297,038 | 14.73% |
| Quantum Financial Advisors, LLC | 661,640 | $48,471,721 | 14.25% |
| Great Point Wealth Advisors, LLC | 611,101 | $44,769,277 | 13.43% |
| CONTINUUM WEALTH ADVISORS, LLC | 258,047 | $18,904,523 | 13.32% |
| B&D White Capital Company, LLC | 460,482 | $33,734,919 | 12.59% |
| Pacific Life Fund Advisors LLC | 1,464,515 | $107,290,369 | 11.36% |