AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,849,208 | -0.7% | 164,839 | -1.1% | 3.61% | +0.2% |
| Q2 2023 | $12,937,684 | +9.2% | 166,701 | +4.2% | 3.60% | +4.3% |
| Q1 2023 | $11,848,884 | +16.2% | 159,990 | +16.9% | 3.46% | +6.6% |
| Q4 2022 | $10,200,980 | +14.4% | 136,908 | +1.5% | 3.24% | -9.5% |
| Q3 2022 | $8,917,000 | -4.3% | 134,824 | -1.0% | 3.58% | +0.6% |
| Q2 2022 | $9,313,000 | -14.6% | 136,235 | -0.2% | 3.56% | +7.7% |
| Q1 2022 | $10,902,000 | -3.0% | 136,517 | -3.1% | 3.31% | +5.1% |
| Q4 2021 | $11,235,000 | +10.3% | 140,896 | +4.6% | 3.15% | +1.6% |
| Q3 2021 | $10,189,000 | -4.5% | 134,756 | -4.0% | 3.10% | -1.7% |
| Q2 2021 | $10,671,000 | +6.3% | 140,403 | +1.0% | 3.15% | -4.5% |
| Q1 2021 | $10,042,000 | +12.0% | 139,068 | -11.9% | 3.30% | -6.9% |
| Q4 2020 | $8,970,000 | +33.7% | 157,810 | +0.7% | 3.54% | +9.3% |
| Q3 2020 | $6,707,000 | +10.6% | 156,640 | +4.6% | 3.24% | +1.3% |
| Q2 2020 | $6,065,000 | +45.2% | 149,715 | +11.6% | 3.20% | +6.7% |
| Q1 2020 | $4,178,000 | – | 134,213 | – | 3.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |