AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 38 filers reported holding AMERICAN CENTY ETF TR in Q3 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% | – |
Download |
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% |