AMERICAN CENTY ETF TR's ticker is AVUV and the CUSIP is 025072877. A total of 221 filers reported holding AMERICAN CENTY ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,765,622 | +81.1% | 1,562,099 | +80.3% | 0.01% | +71.4% |
| Q2 2023 | $67,237,493 | +7.7% | 866,350 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $62,408,383 | +34.2% | 842,673 | +35.0% | 0.01% | +40.0% |
| Q4 2022 | $46,504,747 | +73.1% | 624,141 | +53.6% | 0.01% | +25.0% |
| Q3 2022 | $26,873,000 | +135.7% | 406,311 | +143.6% | 0.00% | +300.0% |
| Q2 2022 | $11,400,000 | -15.7% | 166,767 | -1.5% | 0.00% | -50.0% |
| Q1 2022 | $13,520,000 | +67.2% | 169,291 | +67.0% | 0.00% | +100.0% |
| Q4 2021 | $8,084,000 | +505.5% | 101,377 | +474.3% | 0.00% | – |
| Q3 2021 | $1,335,000 | -15.7% | 17,651 | -15.2% | 0.00% | – |
| Q2 2021 | $1,583,000 | +315.5% | 20,826 | +294.2% | 0.00% | – |
| Q1 2021 | $381,000 | +104.8% | 5,283 | +61.8% | 0.00% | – |
| Q4 2020 | $186,000 | – | 3,265 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meredith Wealth Planning | 511,550 | $39,875,347 | 29.64% |
| Bull Oak Capital, LLC | 259,012 | $20,189,995 | 22.09% |
| QUARRY HILL ADVISORS, LLC | 271,454 | $21,159,858 | 19.39% |
| SATOVSKY ASSET MANAGEMENT LLC | 627,397 | $48,905,634 | 16.56% |
| Creative Capital Management Investments LLC | 282,858 | $22,048,781 | 15.11% |
| Merriman Wealth Management, LLC | 3,613,772 | $281,693,543 | 14.57% |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 351,365 | $27,388,902 | 12.89% |
| CGC Financial Services, LLC | 235,304 | $18,341,949 | 12.82% |
| Werba Rubin Papier Wealth Management | 460,374 | $35,886,117 | 12.77% |
| WMG Financial Advisors, LLC | 172,179 | $13,421,386 | 11.40% |