AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 53 filers reported holding AMERICAN CENTY ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,755 | -40.1% | 6,022 | -37.5% | 0.20% | -44.9% |
| Q2 2023 | $482,000 | -32.3% | 9,640 | -31.8% | 0.35% | -35.9% |
| Q1 2023 | $711,949 | +2.9% | 14,140 | 0.0% | 0.55% | -6.3% |
| Q4 2022 | $691,870 | -31.2% | 14,140 | -33.0% | 0.59% | -38.3% |
| Q3 2022 | $1,006,000 | -13.3% | 21,109 | -9.3% | 0.96% | -10.0% |
| Q2 2022 | $1,160,000 | -6.2% | 23,267 | -73.0% | 1.06% | +61.2% |
| Q1 2022 | $1,237,000 | +23.0% | 86,088 | +373.0% | 0.66% | +30.0% |
| Q4 2021 | $1,006,000 | – | 18,202 | – | 0.51% | – |
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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% |