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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

45 managers (45 13F filers) reported a position in ACVF shares at 2024-12-31, 463,524 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
19
Reduced
4
Sold out
2
Shares held by filers
463,524

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC96,699$4.23M<0.01%+10,47113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,288$1.76M<0.01%+2,59513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,274$1.5M<0.01%+2,43513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY32,029$1.4M<0.01%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,458$851K<0.01%-34213F-HRTimelineGroup
AE Wealth Management LLC19,311$844K0.01%+6,08913F-HRTimeline
MML INVESTORS SERVICES, LLC17,999$787K<0.01%+4,01613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,878$738K<0.01%+2613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,083$703K0.01%+1,19013F-HRTimelineGroup
Encompass More Asset Management15,289$668K0.22%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,833$561K<0.01%+1,75813F-HR/ATimelineGroup
Creative Planningin group Creative Planning12,464$545K<0.01%-6813F-HRTimelineGroup
Private Advisor Group, LLC12,338$539K<0.01%+4,61813F-HRTimeline
Cetera Investment Advisers10,966$479K<0.01%-22313F-HRTimeline
Clear Creek Financial Management, LLC10,641$465K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC10,353$453K0.01%+1613F-HRTimeline
McCollum Christoferson Group LLC9,200$402K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,059$352K<0.01%13F-HR/ATimelineGroup
Kingsview Wealth Management, LLC7,473$327K0.01%013F-HRTimeline
Betterment LLC6,765$296K<0.01%+40413F-HRTimeline
Waverly Advisors, LLC6,046$264K<0.01%+913F-HRTimeline
Great Waters Wealth Management5,947$260K0.03%new13F-HRTimeline
Merit Financial Group, LLC5,898$258K<0.01%+913F-HRTimeline
D.A. DAVIDSON & CO.5,817$254K<0.01%-19013F-HRTimeline
Cambridge Investment Research Advisors,…4,990$218K<0.01%new13F-HRTimeline
Fairman Group, LLC4,946$216K0.18%+813F-HRTimeline
CLG LLC4,778$209K0.07%13F-HRTimeline
Winch Advisory Services, LLC4,334$189K0.05%+613F-HRTimeline
Stuart Chaussee & Associates, Inc.2,000$87.4K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,884$82.4K<0.01%+1,09013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,095$48K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$47.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA866$38K<0.01%013F-HRTimelineGroup
S.A. Mason LLC745$32.6K0.02%+5013F-HRTimeline
NewEdge Advisors, LLC740$32.4K<0.01%+50113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC635$27.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC610$26.7K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC550$24K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC500$21.9K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC280$12.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.130$5.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG128$5.6K<0.01%+11813F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.28K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.14K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.