AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 26 filers reported holding AMERICAN CENTY ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,410,340 | -24.4% | 133,688 | -21.2% | 0.01% | -16.7% |
| Q2 2023 | $8,484,300 | -0.7% | 169,686 | +0.0% | 0.01% | -14.3% |
| Q1 2023 | $8,543,539 | +2.9% | 169,683 | -0.0% | 0.01% | 0.0% |
| Q4 2022 | $8,302,834 | +2.6% | 169,688 | -0.0% | 0.01% | 0.0% |
| Q3 2022 | $8,089,000 | -4.4% | 169,698 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $8,457,000 | -3.5% | 169,683 | +0.0% | 0.01% | +16.7% |
| Q1 2022 | $8,761,000 | -19.4% | 169,676 | -13.7% | 0.01% | -14.3% |
| Q4 2021 | $10,866,000 | +0.3% | 196,674 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,838,000 | -0.8% | 196,674 | -0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,925,000 | +1.9% | 196,696 | +0.2% | 0.01% | -12.5% |
| Q1 2021 | $10,720,000 | -0.1% | 196,300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,727,000 | -21.0% | 196,300 | -22.5% | 0.01% | -33.3% |
| Q3 2020 | $13,570,000 | -10.3% | 253,300 | -11.5% | 0.01% | -14.3% |
| Q2 2020 | $15,131,000 | -8.5% | 286,300 | -10.9% | 0.01% | -30.0% |
| Q1 2020 | $16,537,000 | -21.6% | 321,300 | -19.4% | 0.02% | 0.0% |
| Q4 2019 | $21,104,000 | -2.4% | 398,800 | -2.4% | 0.02% | -9.1% |
| Q3 2019 | $21,615,000 | +1.3% | 408,800 | 0.0% | 0.02% | +4.8% |
| Q2 2019 | $21,340,000 | +106.0% | 408,800 | +101.9% | 0.02% | +110.0% |
| Q1 2019 | $10,361,000 | +2.9% | 202,500 | +0.6% | 0.01% | -9.1% |
| Q4 2018 | $10,065,000 | +0.9% | 201,350 | +0.7% | 0.01% | +10.0% |
| Q3 2018 | $9,974,000 | – | 200,000 | – | 0.01% | – |
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% |