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 | $32,368,338 | +1.0% | 415,245 | +0.6% | 3.88% | +1.0% |
| Q2 2023 | $32,048,878 | +13.8% | 412,948 | +8.6% | 3.84% | -24.1% |
| Q1 2023 | $28,160,246 | +4.2% | 380,236 | +4.8% | 5.06% | +0.1% |
| Q4 2022 | $27,032,007 | +20.1% | 362,797 | +6.6% | 5.05% | +2.4% |
| Q3 2022 | $22,506,000 | +11.4% | 340,284 | +15.1% | 4.93% | -11.4% |
| Q2 2022 | $20,203,000 | +219.6% | 295,542 | +273.4% | 5.57% | +143.8% |
| Q1 2022 | $6,321,000 | +99.8% | 79,146 | +99.5% | 2.28% | +97.6% |
| Q4 2021 | $3,163,000 | – | 39,664 | – | 1.16% | – |
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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% |