AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 258 filers reported holding AMERICAN CENTY ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,946 | -21.4% | 5,490 | -14.4% | 0.16% | -15.9% |
| Q2 2023 | $530,181 | +15.4% | 6,415 | +1.8% | 0.20% | +7.1% |
| Q1 2023 | $459,304 | -21.0% | 6,299 | -14.0% | 0.18% | -40.5% |
| Q4 2022 | $581,490 | -5.6% | 7,328 | -8.7% | 0.31% | -11.6% |
| Q3 2022 | $616,000 | +8.1% | 8,024 | +5.2% | 0.35% | +15.0% |
| Q2 2022 | $570,000 | +3.4% | 7,624 | +4.7% | 0.30% | -2.0% |
| Q1 2022 | $551,000 | -1.1% | 7,281 | +3.1% | 0.31% | -41.3% |
| Q4 2021 | $557,000 | +5.9% | 7,063 | +12.6% | 0.52% | +8.5% |
| Q3 2021 | $526,000 | -28.7% | 6,273 | -38.5% | 0.48% | +199.4% |
| Q2 2021 | $738,000 | +27.9% | 10,207 | +32.9% | 0.16% | -5.8% |
| Q1 2021 | $577,000 | +74.8% | 7,680 | +42.8% | 0.17% | +69.3% |
| Q4 2020 | $330,000 | – | 5,379 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 464,505 | $34,401,255 | 27.69% |
| QUARRY HILL ADVISORS, LLC | 248,028 | $18,368,977 | 17.28% |
| Litman Gregory Wealth Management LLC | 608,876 | $45,175,048 | 16.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 608,876 | $45,175,048 | 16.82% |
| Creative Capital Management Investments LLC | 271,773 | $20,126,806 | 14.71% |
| Bull Oak Capital, LLC | 247,281 | $18,313,597 | 14.17% |
| Merriman Wealth Management, LLC | 3,394,369 | $251,386,998 | 12.95% |
| Werba Rubin Papier Wealth Management | 417,782 | $30,940,915 | 12.15% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 332,949 | $24,658,203 | 11.93% |
| Team Hewins, LLC | 299,133 | $22,153,779 | 11.76% |