AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,412 | +32.3% | 5,728 | +33.3% | 0.01% | +20.0% |
| Q1 2023 | $216,417 | -91.2% | 4,298 | -91.5% | 0.01% | -92.1% |
| Q4 2022 | $2,469,183 | +12.2% | 50,459 | +9.3% | 0.13% | +2.4% |
| Q3 2022 | $2,201,000 | -35.9% | 46,172 | -33.0% | 0.12% | -34.9% |
| Q2 2022 | $3,434,000 | +122.1% | 68,913 | +130.2% | 0.19% | +110.0% |
| Q1 2022 | $1,546,000 | – | 29,934 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |