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 | $2,133,585 | -41.7% | 44,496 | -39.2% | 0.03% | -33.3% |
| Q2 2023 | $3,659,304 | +48.9% | 73,186 | +50.0% | 0.04% | +30.0% |
| Q1 2023 | $2,456,780 | +223.4% | 48,794 | +214.3% | 0.03% | +11.1% |
| Q4 2022 | $759,638 | +0.6% | 15,525 | -2.0% | 0.03% | -10.0% |
| Q3 2022 | $755,000 | -66.4% | 15,837 | -64.8% | 0.03% | -66.7% |
| Q2 2022 | $2,245,000 | +515.1% | 45,041 | +537.2% | 0.09% | +592.3% |
| Q1 2022 | $365,000 | +0.3% | 7,069 | +7.3% | 0.01% | +8.3% |
| Q4 2021 | $364,000 | -3.4% | 6,588 | -3.6% | 0.01% | -14.3% |
| Q3 2021 | $377,000 | +22.0% | 6,837 | +22.9% | 0.01% | +16.7% |
| Q2 2021 | $309,000 | -21.8% | 5,561 | -23.2% | 0.01% | -29.4% |
| Q1 2021 | $395,000 | +645.3% | 7,242 | +624.2% | 0.02% | +466.7% |
| Q2 2020 | $53,000 | – | 1,000 | – | 0.00% | – |
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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% |