TAXF — AMERICAN CENTY ETF TR

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in AMERICAN CENTY ETF TR (TAXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,056 +378 +22.5% 0.00% $103K $49.26
2023 Q4 ADDED 1,678 +1,045 +165.1% 0.00% $86K $47.15
2023 Q1 ADDED 633 +5 +0.8% 0.00% $32K $45.41
2022 Q4 REDUCED 628 -242 -27.8% 0.00% $31K $43.93
2021 Q2 UNCHANGED 870 — 0% 0.00% $48K $48.45
2020 Q4 UNCHANGED 870 — 0% 0.00% $48K $47.33
2020 Q3 UNCHANGED 870 — 0% 0.00% $47K $46.05
2020 Q1 INITIATED 870 — — 0.00% $45K $43.76
% of Fund (quarterly)    TAXF price (monthly, adj. close)

Other funds also holding TAXF

As of 2025 Q4 — sorted by position size

Goldstein Advisors, LLC 3Y 2.37% GEM Asset Management, LLC 3Y 1.53% Midwestern Financial, LLC /IA 1.05% Landmark Wealth Management, LLC 3Y 0.81% CONDOR CAPITAL MANAGEMENT 3Y 7Y 0.69% CX Institutional 3Y 7Y 0.6% Melone Private Wealth, LLC 3Y 0.35% FAS Wealth Partners, Inc. 3Y 7Y 0.29% Core Wealth Advisors, Inc. 3Y 0.24% Dynamic Advisor Solutions LLC 3Y 7Y 0.21%
← Back to Advisory Services Network, LLC Holdings