AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 18 filers reported holding AMERICAN CENTY ETF TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,108,547 | -5.8% | 23,114 | -1.8% | 0.01% | 0.0% |
| Q2 2023 | $1,176,883 | -2.2% | 23,538 | -1.6% | 0.01% | -7.1% |
| Q1 2023 | $1,203,839 | -16.9% | 23,911 | -19.2% | 0.01% | -17.6% |
| Q4 2022 | $1,448,795 | -51.4% | 29,610 | -52.7% | 0.02% | -54.1% |
| Q3 2022 | $2,984,000 | -28.8% | 62,587 | -25.6% | 0.04% | -24.5% |
| Q2 2022 | $4,193,000 | -17.6% | 84,129 | -14.6% | 0.05% | -9.3% |
| Q1 2022 | $5,088,000 | -23.6% | 98,557 | -18.2% | 0.05% | -18.2% |
| Q4 2021 | $6,662,000 | -15.8% | 120,491 | -16.1% | 0.07% | -21.4% |
| Q3 2021 | $7,910,000 | +15.9% | 143,583 | +16.8% | 0.08% | +25.4% |
| Q2 2021 | $6,823,000 | +13.8% | 122,909 | +11.9% | 0.07% | 0.0% |
| Q1 2021 | $5,995,000 | +50.0% | 109,808 | +50.0% | 0.07% | +45.7% |
| Q4 2020 | $3,997,000 | +2.7% | 73,187 | +0.8% | 0.05% | -11.5% |
| Q3 2020 | $3,892,000 | +16.0% | 72,632 | +14.4% | 0.05% | +6.1% |
| Q2 2020 | $3,355,000 | +222.0% | 63,508 | +213.5% | 0.05% | +226.7% |
| Q1 2020 | $1,042,000 | +768.3% | 20,260 | +792.1% | 0.02% | +650.0% |
| Q4 2019 | $120,000 | +1100.0% | 2,271 | +1095.3% | 0.00% | – |
| Q3 2019 | $10,000 | – | 190 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |