AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 28 filers reported holding AMERICAN CENTY ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,948 | -12.9% | 82,339 | -9.2% | 0.01% | -11.1% |
| Q2 2023 | $4,532 | -2.6% | 90,648 | -1.9% | 0.01% | -10.0% |
| Q1 2023 | $4,651 | -3.3% | 92,386 | -6.1% | 0.01% | -16.7% |
| Q4 2022 | $4,812 | -99.9% | 98,358 | +21.0% | 0.01% | +20.0% |
| Q3 2022 | $3,876,000 | +17.8% | 81,318 | +23.1% | 0.01% | +11.1% |
| Q2 2022 | $3,291,000 | +337.6% | 66,045 | +353.1% | 0.01% | +350.0% |
| Q1 2022 | $752,000 | -38.9% | 14,575 | -34.6% | 0.00% | -33.3% |
| Q4 2021 | $1,231,000 | +56.8% | 22,283 | +56.3% | 0.00% | +50.0% |
| Q3 2021 | $785,000 | +74.4% | 14,252 | +75.9% | 0.00% | +100.0% |
| Q2 2021 | $450,000 | +100.9% | 8,102 | +96.9% | 0.00% | 0.0% |
| Q1 2021 | $224,000 | +4.7% | 4,114 | +4.9% | 0.00% | 0.0% |
| Q4 2020 | $214,000 | -10.1% | 3,923 | -15.4% | 0.00% | 0.0% |
| Q1 2020 | $238,000 | -2.5% | 4,635 | +0.2% | 0.00% | 0.0% |
| Q4 2019 | $244,000 | – | 4,624 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ERn Financial, LLC | 148,819 | $7,417,000 | 1.81% |
| OneDigital Investment Advisors LLC | 783,659 | $39,058,000 | 1.68% |
| CX Institutional | 345,482 | $17,219,000 | 1.30% |
| CNB Bank | 38,195 | $1,904,000 | 1.23% |
| SFG Wealth Management, LLC. | 19,342 | $964,000 | 1.12% |
| Fortitude Advisory Group L.L.C. | 23,267 | $1,160,000 | 1.06% |
| First Affirmative Financial Network | 15,926 | $794,000 | 0.90% |
| Fortune 45 LLC | 10,731 | $534,000 | 0.61% |
| 3D/L Capital Management, LLC | 41,837 | $2,085,000 | 0.58% |
| Stewardship Advisors, LLC | 27,165 | $1,354,000 | 0.57% |