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 43 institutions that hold shares in the stock, with a total of 400,624 shares, which have been reported (via 13F filing form) to have a value of $17.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,769
shares
|
$122,528
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,095
shares
|
$48,453
0.0% of portfolio
|
Q2 2024
Reduced 56.87%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,081
shares
|
$47,834
0.0% of portfolio
|
Q2 2023
Added 88.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
866
shares
|
$38,320
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
794
shares
|
$35,134
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
695
shares
|
$30,753
0.02% of portfolio
|
Q2 2024
Added 23.01%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
635
shares
|
$28,098
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
610
shares
|
$26,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
550
shares
|
$24,337
0.01% of portfolio
|
Q2 2023
Reduced 36.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$22,125
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
305
shares
|
$13,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
280
shares
|
$12,390
0.01% of portfolio
|
Q1 2024
Reduced 37.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
239
shares
|
$10,575
0.0% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
175
shares
|
$7,743
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
130
shares
|
$5,752
0.0% of portfolio
|
Q4 2023
Added 0.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
75
shares
|
$3,318
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10
shares
|
$442
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
|