AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 410 filers reported holding AMERICAN CENTY ETF TR in Q2 2023. The put-call ratio across all filers is 53.15 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $236,992 | -0.6% | 3,200 | 0.0% | 0.11% | -5.2% |
| Q4 2022 | $238,432 | -24.8% | 3,200 | -33.3% | 0.12% | -31.1% |
| Q3 2022 | $317,000 | -47.1% | 4,800 | -45.2% | 0.17% | -43.0% |
| Q2 2022 | $599,000 | -14.8% | 8,756 | 0.0% | 0.29% | -18.6% |
| Q1 2022 | $703,000 | -87.3% | 8,756 | -87.4% | 0.36% | -71.3% |
| Q4 2021 | $5,545,000 | -0.2% | 69,544 | -5.4% | 1.26% | -2.6% |
| Q3 2021 | $5,557,000 | +8.9% | 73,500 | 0.0% | 1.29% | +5.7% |
| Q2 2021 | $5,105,000 | -6.8% | 73,500 | -3.1% | 1.22% | -17.7% |
| Q1 2021 | $5,475,000 | +17.7% | 75,822 | +2.7% | 1.48% | +9.1% |
| Q4 2020 | $4,653,000 | – | 73,822 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |