ETF Opportunities TrustETF
13F holders, Q4 2024 (December 31)10holders +1
2new positions
1sold out
$28.01avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding ETF Opportunities Trust in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Simplicity Wealth,LLC ($5.0M), Blueprint Investment Partners LLC ($5.0M) and Modern Wealth Management, LLC ($3.0M).
- Company
- ETF Opportunities Trust
- CUSIP
- 26923N678
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.7M |
| Exits | 1 | $440K |
All 13F filers, Q3 2024 → Q4 2024: 171,226 shares bought and 417,186 shares sold, net −245,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Simplicity Wealth,LLC | 1.03% | Reduce -3.6% | 177,045 | $5.0M |
| Blueprint Investment Partners LLC | 0.79% | Add +0.3% | 177,045 | $5.0M |
| Modern Wealth Management, LLC | 0.11% | Reduce -69.3% | 107,704 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 90,149 | $2.5M |
| CreativeOne Wealth, LLC | 0.07% | New | 79,023 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -13.5% | 17,461 | $489K |
| Encompass More Asset Management | 0.14% | Reduce -70.7% | 15,248 | $427K |
| Consultiva Wealth Management, Corp. | 1.91% | No change | 13,614 | $381K |
| CoreCap Advisors, LLC | 0.01% | Reduce -92.6% | 8,972 | $251K |
| UBS Group AG | 0.00% | Add +1517.7% | 1,553 | $44K |
"% 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.