CATF — AMERICAN CENTY ETF TR

Ownership history in EHRLICH FINANCIAL GROUP  ·  5 quarters on record

This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in AMERICAN CENTY ETF TR (CATF). 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.

Peak position
0.41% (2025 Q1)
Avg. % of fund
0.37%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,356 +1,694 +14.5% 0.38% $668K $49.68
2025 Q3 ADDED 11,662 +381 +3.4% 0.34% $581K $48.90
2025 Q2 ADDED 11,281 +4 +0.0% 0.36% $548K $47.33
2025 Q1 ADDED 11,277 +701 +6.6% 0.41% $557K $47.68
2024 Q4 INITIATED 10,576 — — 0.37% $527K $47.87
% of Fund (quarterly)    CATF price (monthly, adj. close)

Other funds also holding CATF

As of 2025 Q4 — sorted by position size

San Luis Wealth Advisors LLC 3Y 1.2% Weaver Consulting Group 3Y 0.61% WEALTHGARDEN F.S. LLC 0.42% Composition Wealth, LLC 3Y 7Y 0.27% AMERICAN CENTURY COMPANIES INC 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0% Kestra Advisory Services, LLC 3Y 0.0% Mariner, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0%
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