Orion Portfolio Solutions, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 59 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Orion Portfolio Solutions, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
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$53,0001,0000.00%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
ERn Financial, LLC 148,819$7,417,0001.81%
OneDigital Investment Advisors LLC 783,659$39,058,0001.68%
CX Institutional 345,482$17,219,0001.30%
CNB Bank 38,195$1,904,0001.23%
SFG Wealth Management, LLC. 19,342$964,0001.12%
Fortitude Advisory Group L.L.C. 23,267$1,160,0001.06%
First Affirmative Financial Network 15,926$794,0000.90%
Fortune 45 LLC 10,731$534,0000.61%
3D/L Capital Management, LLC 41,837$2,085,0000.58%
Stewardship Advisors, LLC 27,165$1,354,0000.57%
View complete list of AMERICAN CENTY ETF TR shareholders