Purchases and Sales Made in Q1 2025 in ETF Opportunities Tr American (ACVF)
This table provides information about the institutional ownership of ETF Opportunities Tr American (ACVF) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF OPPORTUNITIES TR AMERICAN .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.6K+ 64.47% |
$487K - $535K
|
29.6K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 33.15% |
$477K - $524K
|
45.6K
$2.08M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.44K+ 8.72% |
$354K - $389K
|
105K
$4.8M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.23KNew |
$304K - $333K
|
7.23K
$330K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
6.19K+ 4836.72% |
$260K - $285K
|
6.32K
$288K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.16K+ 38.3% |
$259K - $284K
|
22.2K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.38KNew |
$226K - $248K
|
5.38K
$245K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5KNew |
$210K - $230K
|
5K
$228K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.5K+ 42.59% |
$189K - $207K
|
15.1K
$687K
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.06K+ 19.99% |
$128K - $141K
|
18.3K
$837K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 7.3% |
$124K - $136K
|
43.2K
$1.97M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.67K+ 13.84% |
$112K - $123K
|
22K
$1M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
874+ 8.21% |
$36.7K - $40.3K
|
11.5K
$525K
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
60+ 8.05% |
$2.52K - $2.76K
|
805
$36.7K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
49+ 100.0% |
$2.06K - $2.26K
|
98
$4.47K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
38+ 0.47% |
$1.6K - $1.75K
|
8.1K
$369K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.16% |
$714 - $783
|
10.4K
$473K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.17% |
$420 - $461
|
6.06K
$276K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.17% |
$420 - $461
|
5.91K
$269K
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 0.16% |
$336 - $369
|
4.95K
$226K
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
8+ 0.17% |
$336 - $369
|
4.79K
$218K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 0.14% |
$252 - $276
|
4.34K
$198K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.08% |
$168 - $184
|
4.99K
$228K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$126 - $138
|
3
$137
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.77% |
$42 - $46.1
|
131
$5.97K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-49- 50.0% |
$2.06K - $2.26K
|
49
$2.23K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-100- 1.72% |
$4.2K - $4.61K
|
5.72K
$261K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-169- 1.0% |
$7.1K - $7.79K
|
16.7K
$762K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-230- 3.4% |
$9.66K - $10.6K
|
6.54K
$298K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 67.57% |
$21K - $23K
|
240
$10.9K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-524- 4.78% |
$22K - $24.1K
|
10.4K
$476K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.45K- 10.77% |
$145K - $159K
|
28.6K
$1.3M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 36.29% |
$188K - $206K
|
7.86K
$358K
|