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 | $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 ↓ |
|---|---|---|---|
| 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% |