Foundations Investment Advisors, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVUS and the CUSIP is 025072885. A total of 160 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$4,904,054
+22.2%
66,940
+25.4%
0.15%
+13.5%
Q2 2023$4,013,820
+47.8%
53,382
+39.3%
0.13%
+37.1%
Q1 2023$2,716,234
+39.1%
38,322
+33.4%
0.10%
+24.4%
Q4 2022$1,953,066
-66.2%
28,717
-69.0%
0.08%
-69.0%
Q3 2022$5,783,000
-11.4%
92,758
-6.8%
0.25%
-7.7%
Q2 2022$6,529,000
+60.0%
99,567
+83.8%
0.27%
+72.8%
Q1 2022$4,080,000
+129.2%
54,177
+143.6%
0.16%
+135.8%
Q4 2021$1,780,000
+89.8%
22,239
+76.8%
0.07%
+63.4%
Q3 2021$938,000
+7.9%
12,579
+8.3%
0.04%
-2.4%
Q2 2021$869,000
+9.0%
11,618
+3.2%
0.04%
-8.7%
Q1 2021$797,00011,2550.05%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Pacific Life Fund Advisors LLC 1,980,314$140,364,65649.69%
BCR Wealth Strategies, LLC 651,154$46,15336.81%
Waypoint Wealth Partners Inc. 793,829$56,266,59020.07%
WMG Financial Advisors, LLC 219,151$19,617,40416.25%
Bull Oak Capital, LLC 280,711$19,896,79615.39%
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 412,016$29,203,69414.13%
Werba Rubin Papier Wealth Management 498,587$35,339,85413.88%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 396,034$28,070,87412.91%
Great Point Wealth Advisors, LLC 543,780$38,543,09712.21%
CONTINUUM WEALTH ADVISORS, LLC 209,068$14,818,74012.09%
View complete list of AMERICAN CENTY ETF TR shareholders