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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-127- 8.05% |
$6.07K - $6.32K
|
1.45K
$73K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-325- 2.43% |
$15.5K - $16.2K
|
13K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-395- 2.48% |
$18.9K - $19.7K
|
15.6K
$784K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-412- 7.43% |
$19.7K - $20.5K
|
5.14K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-432- 54.82% |
$20.6K - $21.5K
|
356
$17.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-472- 5.87% |
$22.6K - $23.5K
|
7.57K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-662- 6.42% |
$31.6K - $33K
|
9.65K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-747- 1.13% |
$35.7K - $37.2K
|
65.1K
$3.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.57K- 10.38% |
$74.8K - $77.9K
|
13.5K
$681K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.03K- 3.54% |
$145K - $151K
|
82.5K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-3.35K- 18.0% |
$160K - $167K
|
15.2K
$767K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.37K- 12.02% |
$161K - $168K
|
24.7K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 4.83% |
$166K - $173K
|
68.7K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.7K- 20.86% |
$177K - $184K
|
14K
$707K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.87K- 6.62% |
$233K - $242K
|
68.6K
$3.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.36K- 41.94% |
$256K - $267K
|
7.42K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.33K- 21.33% |
$350K - $365K
|
27K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.22K- 13.27% |
$441K - $459K
|
60.3K
$3.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.71K- 9.05% |
$464K - $483K
|
97.6K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-10.4K- 11.22% |
$496K - $517K
|
82.1K
$4.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 29.73% |
$680K - $708K
|
33.6K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.5K- 6.99% |
$694K - $723K
|
193K
$9.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-19.4K- 4.49% |
$925K - $964K
|
412K
$20.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-26.6K- 47.13% |
$1.27M - $1.32M
|
29.8K
$1.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.5K- 8.34% |
$1.65M - $1.72M
|
379K
$19.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39K- 34.97% |
$1.87M - $1.94M
|
72.6K
$3.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-56.2K- 99.23% |
$2.69M - $2.8M
|
437
$22K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.1K- 54.77% |
$3.11M - $3.24M
|
53.8K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-67.4K- 81.3% |
$3.22M - $3.36M
|
15.5K
$781K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-102K- 66.72% |
$4.87M - $5.07M
|
50.8K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-112K- 60.19% |
$5.37M - $5.6M
|
74.3K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-346K- 54.21% |
$16.5M - $17.2M
|
292K
$14.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-360K- 91.49% |
$17.2M - $17.9M
|
33.5K
$1.69M
|