AMERICAN CENTY ETF TR's ticker is AVIG and the CUSIP is 025072562. A total of 37 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,666 | -3.4% | 8,470 | +0.8% | 0.01% | -14.3% |
Q2 2023 | $347,340 | +4.7% | 8,400 | +6.7% | 0.01% | 0.0% |
Q1 2023 | $331,601 | +12.5% | 7,871 | +9.4% | 0.01% | +7.7% |
Q4 2022 | $294,727 | -22.4% | 7,193 | -23.4% | 0.01% | -27.8% |
Q3 2022 | $380,000 | -19.5% | 9,391 | -14.6% | 0.02% | -21.7% |
Q2 2022 | $472,000 | – | 11,000 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Life Fund Advisors LLC | 1,301,974 | $53,347,343 | 19.03% |
BCR Wealth Strategies, LLC | 464,848 | $19,046 | 16.43% |
Hill Investment Group Partners, LLC | 1,427,894 | $58,506,795 | 14.16% |
Highland Financial Advisors, LLC | 190,593 | $7,809 | 4.60% |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 184,947 | $7,578,055 | 3.82% |
Quantum Financial Advisors, LLC | 193,398 | $7,924,328 | 3.57% |
Verus Financial Partners, Inc. | 326,458 | $13,845,097 | 1.90% |
WMG Financial Advisors, LLC | 54,530 | $2,234,317 | 1.90% |
Allegiance Financial Group Advisory Services LLC | 46,487 | $1,904,763 | 1.83% |
GRAND WEALTH MANAGEMENT, LLC | 53,496 | $2,191,957 | 1.36% |