Purchases and Sales Made in Q1 2022 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q1 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR DIVERSIF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
298K+ 1416.77% |
$15.4M - $16.5M
|
319K
$16.2M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
212KNew |
$10.9M - $11.7M
|
212K
$10.7M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.4K+ 19.12% |
$3.52M - $3.78M
|
426K
$21.5M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
67.9K+ 372.96% |
$3.49M - $3.75M
|
86.1K
$4.35M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
53.6K+ 898.93% |
$2.76M - $2.96M
|
59.6K
$3.01M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.9KNew |
$1.54M - $1.65M
|
29.9K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
27.5KNew |
$1.42M - $1.52M
|
27.5K
$1.39M
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
18.4K+ 173.41% |
$948K - $1.02M
|
29K
$1.47M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.2K+ 79.44% |
$834K - $895K
|
36.6K
$1.85M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.5K+ 62.99% |
$745K - $799K
|
37.4K
$1.89M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.1K+ 63.56% |
$621K - $667K
|
31K
$1.57M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.4K+ 48.17% |
$533K - $572K
|
31.9K
$1.61M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.58K+ 27.97% |
$390K - $419K
|
34.7K
$1.75M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.54KNew |
$337K - $362K
|
6.54K
$331K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.3KNew |
$324K - $348K
|
6.3K
$319K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
6.21KNew |
$320K - $343K
|
6.21K
$314K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.71KNew |
$294K - $315K
|
5.71K
$289K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.62K+ 319.09% |
$289K - $310K
|
7.38K
$373K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
5.42K+ 34.2% |
$279K - $299K
|
21.3K
$1.08M
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
5.18K+ 46.07% |
$267K - $286K
|
16.4K
$831K
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
3.1K+ 31.38% |
$159K - $171K
|
13K
$656K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.99K+ 7.04% |
$154K - $165K
|
45.5K
$2.3M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.22K+ 5.53% |
$114K - $123K
|
42.4K
$2.15M
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.81K+ 44.51% |
$93.2K - $100K
|
5.88K
$297K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 41.62% |
$92.9K - $99.7K
|
6.14K
$311K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.73K+ 20.09% |
$89.1K - $95.6K
|
10.3K
$523K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 52.43% |
$84.9K - $91.1K
|
4.79K
$242K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 380.87% |
$71.7K - $77K
|
1.76K
$89K
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
987New |
$50.8K - $54.5K
|
987
$49.9K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
872+ 6.53% |
$44.9K - $48.2K
|
14.2K
$720K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
707+ 1.27% |
$36.4K - $39.1K
|
56.3K
$2.85M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
513+ 1.41% |
$26.4K - $28.3K
|
36.9K
$1.87M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
500+ 10.91% |
$25.7K - $27.6K
|
5.08K
$257K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
481+ 7.3% |
$24.8K - $26.6K
|
7.07K
$358K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
190New |
$9.78K - $10.5K
|
190
$9.61K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
43+ 68.25% |
$2.21K - $2.38K
|
106
$5.36K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.27% |
$51.5 - $55.3
|
378
$19.1K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$51.5 - $55.3
|
1
$50.6
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$5.15K - $5.53K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.54KClosed |
$79.3K - $85.1K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.93K- 4.49% |
$99.5K - $107K
|
41.1K
$2.08M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.17K- 9.22% |
$163K - $175K
|
31.3K
$1.58M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 12.03% |
$177K - $190K
|
25.2K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.15KClosed |
$214K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.33K- 4.08% |
$275K - $295K
|
125K
$6.34M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.97K- 26.04% |
$307K - $330K
|
16.9K
$857K
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.33KClosed |
$326K - $350K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-6.44K- 11.02% |
$331K - $356K
|
52K
$2.63M
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.9K- 37.74% |
$355K - $381K
|
11.4K
$575K
|