Institutional Ownership ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF). We have compiled data on the 44 institutions that hold shares in the stock, with a total of 419,908 shares, which have been reported (via 13F filing form) to have a value of $18.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
4,334
shares
|
$194,336
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
3,148
shares
|
$141,156
0.01% of portfolio
|
Q2 2023
Added 46.55%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,095
shares
|
$49,099
0.0% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,081
shares
|
$48,472
0.0% of portfolio
|
Q2 2023
Added 88.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
866
shares
|
$38,831
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
794
shares
|
$35,602
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
745
shares
|
$33,405
0.02% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
635
shares
|
$28,473
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
610
shares
|
$27,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
550
shares
|
$24,662
0.01% of portfolio
|
Q2 2023
Reduced 36.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
500
shares
|
$22,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
280
shares
|
$12,555
0.01% of portfolio
|
Q1 2024
Reduced 37.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
239
shares
|
$10,716
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
175
shares
|
$7,847
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
130
shares
|
$5,829
0.0% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
75
shares
|
$3,363
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
49
shares
|
$2,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10
shares
|
$448
0.0% of portfolio
|
Q3 2024
Reduced 94.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|