Purchases and Sales Made in Q2 2025 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
54.1K+ 2063.92% |
$2.58M - $2.69M
|
56.7K
$2.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
42.1K+ 3.9% |
$2.01M - $2.1M
|
1.12M
$54.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21.8K+ 19.88% |
$1.04M - $1.09M
|
132K
$6.38M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
21.6K+ 34.78% |
$1.03M - $1.07M
|
83.6K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.48K+ 5.08% |
$262K - $273K
|
113K
$5.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.16KNew |
$199K - $207K
|
4.16K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
653+ 3.35% |
$31.2K - $32.5K
|
20.1K
$976K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
586+ 6.96% |
$28K - $29.2K
|
9.01K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
264+ 6.11% |
$12.6K - $13.1K
|
4.58K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 54.82% |
$20.6K - $21.5K
|
356
$17.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-747- 1.13% |
$35.7K - $37.2K
|
65.1K
$3.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 29.73% |
$680K - $708K
|
33.6K
$1.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26.6K- 47.13% |
$1.27M - $1.32M
|
29.8K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-346K- 54.21% |
$16.5M - $17.2M
|
292K
$14.2M
|