AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 279 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,461,360 | +0.8% | 138,942 | +5.3% | 6.65% | -8.8% |
| Q1 2024 | $12,367,920 | +28.9% | 131,964 | +23.6% | 7.29% | +21.9% |
| Q4 2023 | $9,592,974 | +17.6% | 106,753 | +2.0% | 5.98% | +8.6% |
| Q3 2023 | $8,159,819 | +5.7% | 104,660 | +5.4% | 5.51% | +8.5% |
| Q2 2023 | $7,716,515 | +59.7% | 99,330 | -95.8% | 5.08% | +28.9% |
| Q1 2023 | $4,832,631 | -32.5% | 2,353,394 | +2361.7% | 3.94% | -11.5% |
| Q4 2022 | $7,157,129 | +7.8% | 95,600 | -4.4% | 4.45% | +1.7% |
| Q3 2022 | $6,637,000 | +1.7% | 99,953 | +4.9% | 4.38% | +16.7% |
| Q2 2022 | $6,524,000 | -8.3% | 95,259 | +7.2% | 3.75% | +6.3% |
| Q1 2022 | $7,113,000 | +37.3% | 88,824 | +36.9% | 3.53% | +35.5% |
| Q4 2021 | $5,179,000 | +239.4% | 64,903 | +221.5% | 2.61% | +198.2% |
| Q3 2021 | $1,526,000 | +13.0% | 20,187 | +14.9% | 0.87% | +3.9% |
| Q2 2021 | $1,350,000 | +10.6% | 17,564 | +4.7% | 0.84% | +14.7% |
| Q1 2021 | $1,221,000 | – | 16,770 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sherrill & Hutchins Financial Advisory, Inc | 313,697 | $28,170,002 | 26.47% |
| Meredith Wealth Planning | 444,502 | $39,916,302 | 24.81% |
| QUARRY HILL ADVISORS, LLC | 280,770 | $25,213,121 | 20.47% |
| Mason Investment Advisory Services, Inc. | 2,735,598 | $245,656,745 | 18.08% |
| SATOVSKY ASSET MANAGEMENT LLC | 616,944 | $55,401,538 | 17.24% |
| MB Generational Wealth, LLC | 196,830 | $17,675,361 | 16.59% |
| Merriman Wealth Management, LLC | 3,470,744 | $311,672,831 | 15.15% |
| Creative Capital Management Investments LLC | 284,837 | $25,578,363 | 14.78% |
| Werba Rubin Papier Wealth Management | 457,863 | $41,116,079 | 13.96% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 348,753 | $31,318,019 | 13.13% |