AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,983,143 | +6.9% | 458,460 | +11.5% | 1.21% | +13.7% |
| Q2 2023 | $20,557,606 | -4.0% | 411,152 | -3.5% | 1.06% | -6.6% |
| Q1 2023 | $21,418,134 | +4.8% | 426,083 | +2.0% | 1.14% | -8.2% |
| Q4 2022 | $20,442,124 | +3.5% | 417,783 | +0.8% | 1.24% | -9.4% |
| Q3 2022 | $19,755,000 | +14.7% | 414,418 | +20.0% | 1.37% | +5.5% |
| Q2 2022 | $17,219,000 | -20.1% | 345,482 | -17.2% | 1.30% | -24.6% |
| Q1 2022 | $21,538,000 | -14.7% | 417,122 | -8.7% | 1.72% | -14.1% |
| Q4 2021 | $25,251,000 | +24.7% | 457,036 | +24.3% | 2.01% | +21.3% |
| Q3 2021 | $20,255,000 | – | 367,564 | – | 1.66% | – |
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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% |