AMERICAN CENTY ETF TR's ticker is TAXF and the CUSIP is 025072505. A total of 55 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,053,688 | +12.9% | 126,250 | +17.7% | 0.00% | 0.0% |
| Q2 2023 | $5,363,350 | -11.9% | 107,267 | -11.3% | 0.00% | 0.0% |
| Q1 2023 | $6,086,560 | +8.8% | 120,885 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $5,596,564 | +31.4% | 114,379 | +28.0% | 0.00% | 0.0% |
| Q3 2022 | $4,259,000 | +78.6% | 89,338 | +86.7% | 0.00% | – |
| Q2 2022 | $2,385,000 | +83.3% | 47,861 | +89.9% | 0.00% | – |
| Q1 2022 | $1,301,000 | -17.8% | 25,202 | -12.0% | 0.00% | – |
| Q4 2021 | $1,583,000 | +28.9% | 28,649 | +28.5% | 0.00% | – |
| Q3 2021 | $1,228,000 | +21.8% | 22,293 | +22.9% | 0.00% | – |
| Q2 2021 | $1,008,000 | +11.1% | 18,139 | +9.2% | 0.00% | – |
| Q1 2021 | $907,000 | -46.9% | 16,612 | -46.9% | 0.00% | – |
| Q4 2020 | $1,709,000 | +77.7% | 31,280 | +74.2% | 0.00% | – |
| Q3 2020 | $962,000 | +1.4% | 17,957 | -0.0% | 0.00% | – |
| Q2 2020 | $949,000 | +213.2% | 17,965 | +205.3% | 0.00% | – |
| Q1 2020 | $303,000 | – | 5,885 | – | 0.00% | – |
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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% |