Purchases and Sales Made in Q3 2025 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
216K+ 19.2% |
$10.4M - $10.8M
|
1.34M
$67.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
102K+ 34.82% |
$4.92M - $5.11M
|
394K
$19.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.6K+ 22.24% |
$901K - $935K
|
102K
$5.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
8.88KNew |
$430K - $446K
|
8.88K
$447K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.15K+ 6.3% |
$346K - $360K
|
121K
$6.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.14K+ 23.94% |
$346K - $359K
|
37K
$1.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$199K - $206K
|
4.1K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
916+ 11.15% |
$44.4K - $46K
|
9.13K
$460K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
486+ 5.39% |
$23.5K - $24.4K
|
9.5K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.01% |
$291 - $302
|
97.6K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 9.09% |
$48.4 - $50.3
|
12
$604
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14- 3.2% |
$678 - $704
|
423
$21.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-68- 1.48% |
$3.29K - $3.42K
|
4.51K
$227K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 52.81% |
$9.1K - $9.45K
|
168
$8.46K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.03K- 9.76% |
$50K - $51.9K
|
9.55K
$481K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.4K- 2.47% |
$67.8K - $70.4K
|
55.3K
$2.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.58K- 20.83% |
$76.4K - $79.3K
|
6K
$302K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-14.3K- 3.47% |
$692K - $718K
|
398K
$20M
|