Purchases and Sales Made in Q1 2025 in ETF Opportunities Tr Applied F (VSLU)
This table provides information about the institutional ownership of ETF Opportunities Tr Applied F (VSLU) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF OPPORTUNITIES TR APPLIED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
115K+ 127.73% |
$4M - $4.39M
|
205K
$7.72M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
85.1K+ 34.27% |
$2.96M - $3.25M
|
333K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
60.6KNew |
$2.11M - $2.31M
|
60.6K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35.5K+ 3.02% |
$1.23M - $1.36M
|
1.21M
$45.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
34K+ 4.94% |
$1.18M - $1.3M
|
723K
$27.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 28.39% |
$854K - $938K
|
111K
$4.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
23.6K+ 12.79% |
$821K - $902K
|
208K
$7.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
16.3K+ 21.42% |
$567K - $623K
|
92.6K
$3.48M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
10.7K+ 13.2% |
$370K - $407K
|
91.4K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
10.5K+ 4.6% |
$364K - $400K
|
238K
$8.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.39KNew |
$222K - $244K
|
6.39K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.1K+ 4.2% |
$177K - $195K
|
126K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
4.46K+ 0.77% |
$155K - $170K
|
586K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.7K+ 3.11% |
$128K - $141K
|
123K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 8.36% |
$70.4K - $77.4K
|
26.3K
$989K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 15.9% |
$47.8K - $52.5K
|
10K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
258+ 20.38% |
$8.96K - $9.85K
|
1.52K
$57.3K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
62+ 0.75% |
$2.15K - $2.37K
|
8.33K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$660 - $725
|
19
$715
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25- 0.38% |
$868 - $954
|
6.53K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-292- 0.89% |
$10.1K - $11.1K
|
32.4K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-400- 0.58% |
$13.9K - $15.3K
|
68.2K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-472- 0.76% |
$16.4K - $18K
|
62K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-675- 6.17% |
$23.4K - $25.8K
|
10.3K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-781- 6.79% |
$27.1K - $29.8K
|
10.7K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.01K- 99.9% |
$34.9K - $38.4K
|
1
$37.6
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-5.1K- 9.33% |
$177K - $195K
|
49.6K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-19.5K- 10.92% |
$678K - $745K
|
159K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 26.96% |
$3.54M - $3.89M
|
276K
$10.4M
|