ETF Opportunities TrustETF
13F holders, Q1 2024 (March 31)7holders
$29.27avg. 13F price*
At the end of Q1 2024, 7 institutions reported holding ETF Opportunities Trust in their 13F filings. The largest holders were Atria Wealth Solutions, Inc. ($5.6M), Simplicity Wealth,LLC ($4.4M) and CoreCap Advisors, LLC ($4.1M).
- Company
- ETF Opportunities Trust
- CUSIP
- 26923N678
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $15.0M |
| Exits | 0 | $0 |
Ownership 7 holders
| Atria Wealth Solutions, Inc. | 0.06% | New | 193,001 | $5.6M |
| Simplicity Wealth,LLC | 0.10% | New | 149,161 | $4.4M |
| CoreCap Advisors, LLC | 0.22% | Add +0.1% | 139,079 | $4.1M |
| Encompass More Asset Management | 3.03% | New | 125,190 | $3.7M |
| GTS Securities LLC | 0.04% | New | 44,941 | $1.3M |
| Consultiva Wealth Management, Corp. | 3.73% | — | 13,614 | $398K |
| UBS Group AG | 0.00% | New | 150 | $4K |
"% of holder's portfolio" is ETF OPPORTUNITIES TRUST's weight in each manager's 13F, not the share of ETF Opportunities Trust the manager owns.