AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 77 filers reported holding AMERICAN CENTY ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,446 | -23.3% | 30,159 | -20.0% | 0.01% | -28.6% |
| Q2 2023 | $1,886 | +1.7% | 37,722 | +2.4% | 0.01% | -12.5% |
| Q1 2023 | $1,855 | -34.4% | 36,838 | -36.3% | 0.01% | -42.9% |
| Q4 2022 | $2,828 | -99.9% | 57,800 | +19.3% | 0.01% | 0.0% |
| Q3 2022 | $2,309,000 | +28.6% | 48,446 | +34.5% | 0.01% | +27.3% |
| Q2 2022 | $1,795,000 | +0.2% | 36,012 | +3.8% | 0.01% | 0.0% |
| Q1 2022 | $1,791,000 | +19.6% | 34,690 | +28.0% | 0.01% | +22.2% |
| Q4 2021 | $1,498,000 | +3.0% | 27,108 | +2.8% | 0.01% | -10.0% |
| Q3 2021 | $1,454,000 | +11.2% | 26,382 | +12.1% | 0.01% | 0.0% |
| Q2 2021 | $1,307,000 | +34.3% | 23,527 | +32.1% | 0.01% | +11.1% |
| Q1 2021 | $973,000 | +16.5% | 17,815 | +16.6% | 0.01% | -10.0% |
| Q4 2020 | $835,000 | – | 15,277 | – | 0.01% | – |
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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% |