AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 38 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $422,306 | -34.8% | 8,287 | -38.7% | 0.06% | -33.3% |
| Q3 2023 | $648,044 | -23.2% | 13,515 | -20.0% | 0.09% | -28.1% |
| Q2 2023 | $844,200 | -13.4% | 16,884 | -12.8% | 0.12% | -21.4% |
| Q1 2023 | $974,625 | -16.3% | 19,357 | -18.7% | 0.15% | -24.9% |
| Q4 2022 | $1,164,730 | -50.6% | 23,804 | -51.9% | 0.20% | -65.4% |
| Q3 2022 | $2,360,000 | +61.6% | 49,517 | +69.0% | 0.59% | +43.7% |
| Q2 2022 | $1,460,000 | -9.5% | 29,299 | -6.3% | 0.41% | +2.5% |
| Q1 2022 | $1,614,000 | -15.1% | 31,257 | -9.2% | 0.40% | -18.8% |
| Q4 2021 | $1,902,000 | +14.9% | 34,431 | +14.6% | 0.50% | -8.5% |
| Q3 2021 | $1,655,000 | +6.0% | 30,033 | +6.8% | 0.54% | +9.7% |
| Q2 2021 | $1,562,000 | +13.9% | 28,122 | +12.0% | 0.49% | 0.0% |
| Q1 2021 | $1,371,000 | +10.7% | 25,103 | +10.8% | 0.49% | -0.4% |
| Q4 2020 | $1,238,000 | – | 22,654 | – | 0.50% | – |
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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% |