Purchases and Sales Made in Q2 2022 in American Centy ETF Tr Diversif (TAXF)
This table provides information about the institutional ownership of American Centy ETF Tr Diversif (TAXF) during Q2 2022. 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 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
192KNew |
$9.43M - $9.9M
|
192K
$9.71M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 149.3% |
$9.2M - $9.65M
|
313K
$15.8M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
149KNew |
$7.31M - $7.67M
|
149K
$7.53M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
135KNew |
$6.65M - $6.97M
|
135K
$6.84M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 28.91% |
$6.05M - $6.35M
|
549K
$27.8M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.5K+ 353.14% |
$2.53M - $2.65M
|
66K
$3.34M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48K+ 337.69% |
$2.36M - $2.48M
|
62.3K
$3.15M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42.8K+ 697.49% |
$2.11M - $2.21M
|
49K
$2.48M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
41.7K+ 285.78% |
$2.05M - $2.15M
|
56.3K
$2.85M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
39K+ 130.22% |
$1.92M - $2.01M
|
68.9K
$3.49M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38K+ 537.16% |
$1.87M - $1.96M
|
45K
$2.28M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7K+ 89.91% |
$1.11M - $1.17M
|
47.9K
$2.42M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.7K+ 89.91% |
$1.11M - $1.17M
|
47.9K
$2.42M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22.6KNew |
$1.11M - $1.16M
|
22.6K
$1.14M
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
19.3KNew |
$951K - $997K
|
19.3K
$978K
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
18.4KNew |
$906K - $950K
|
18.4K
$932K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15.2K+ 1539.61% |
$747K - $784K
|
16.2K
$819K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
12.5K+ 29.44% |
$614K - $644K
|
54.9K
$2.78M
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
11.4KNew |
$561K - $589K
|
11.4K
$578K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
8.89KNew |
$437K - $458K
|
8.89K
$450K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.38KNew |
$363K - $380K
|
7.38K
$373K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.36KNew |
$362K - $380K
|
7.36K
$372K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
6.49KNew |
$319K - $335K
|
6.49K
$328K
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.45KNew |
$169K - $178K
|
3.45K
$174K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.32K+ 3.81% |
$65K - $68.2K
|
36K
$1.82M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.28K+ 20.53% |
$62.7K - $65.8K
|
7.48K
$379K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24KNew |
$61K - $64K
|
1.24K
$62.8K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 25.2% |
$59.4K - $62.3K
|
6K
$304K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
936+ 4.49% |
$46K - $48.3K
|
21.8K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
740+ 1.8% |
$36.4K - $38.2K
|
41.8K
$2.12M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
410New |
$20.2K - $21.1K
|
410
$20.7K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343New |
$16.9K - $17.7K
|
343
$17.3K
|
|
Aug 12, 2022
Q2 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
7+ 0.0% |
$344 - $361
|
170K
$8.58M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.26% |
$49.2 - $51.6
|
379
$19.2K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.2 - $51.6
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-81- 0.78% |
$3.98K - $4.18K
|
10.3K
$519K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-106Closed |
$5.21K - $5.47K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-469- 1.21% |
$23.1K - $24.2K
|
38.2K
$1.93M
|
|
Jul 13, 2022
Q2 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-503- 3.06% |
$24.7K - $25.9K
|
15.9K
$806K
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 6.8% |
$56.6K - $59.4K
|
15.8K
$799K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.88K- 6.47% |
$92.4K - $96.9K
|
27.2K
$1.37M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.96K- 6.26% |
$96.2K - $101K
|
29.3K
$1.48M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.14K- 33.99% |
$105K - $110K
|
4.16K
$210K
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-2.24K- 17.27% |
$110K - $116K
|
10.7K
$543K
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-3.8K- 13.78% |
$187K - $196K
|
23.7K
$1.2M
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-4.28K- 37.6% |
$210K - $221K
|
7.1K
$359K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.29K- 65.6% |
$211K - $221K
|
2.25K
$114K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.08KClosed |
$250K - $262K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.71KClosed |
$281K - $294K
|
0
$0
|