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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $214,217 | -18.2% | 4,378 | -13.9% | 0.08% | +6.4% |
| Q1 2022 | $262,000 | +3.6% | 5,084 | +10.9% | 0.08% | +14.7% |
| Q4 2021 | $253,000 | +0.4% | 4,584 | 0.0% | 0.07% | +23.6% |
| Q3 2021 | $252,000 | +9.1% | 4,584 | +8.5% | 0.06% | +22.2% |
| Q1 2021 | $231,000 | 0.0% | 4,223 | 0.0% | 0.04% | +9.8% |
| Q4 2020 | $231,000 | +2.2% | 4,223 | 0.0% | 0.04% | -10.9% |
| Q3 2020 | $226,000 | – | 4,223 | – | 0.05% | – |
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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% |