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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

46 managers (46 13F filers) reported a position in ACVF shares at 2025-03-31, 506,856 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
46
13F filers
46
New
4
Added
20
Reduced
7
Sold out
1
Shares held by filers
506,856

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC105,135$4.5M<0.01%+8,43613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,636$1.95M<0.01%+11,36213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,230$1.85M<0.01%+2,94213F-HRTimeline
MML INVESTORS SERVICES, LLC29,603$1.27M<0.01%+11,60413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,578$1.22M<0.01%-3,45113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management22,242$952K0.01%+6,15913F-HRTimelineGroup
AE Wealth Management LLC21,983$941K0.01%+2,67213F-HRTimeline
Encompass More Asset Management18,345$786K0.23%+3,05613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,709$715K<0.01%-16913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,053$645K<0.01%+2,22013F-HRTimelineGroup
Creative Planningin group Creative Planning12,464$534K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC11,515$493K0.05%+87413F-HRTimeline
Cetera Investment Advisers10,442$447K<0.01%-52413F-HRTimeline
Integrated Wealth Concepts LLC10,370$444K0.01%+1713F-HRTimeline
McCollum Christoferson Group LLC9,200$394K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,097$347K<0.01%+3813F-HRTimelineGroup
Private Advisor Group, LLC7,860$337K<0.01%-4,47813F-HRTimeline
Kingsview Wealth Management, LLC7,473$320K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,229$310K0.01%new13F-HRTimeline
Betterment LLC6,535$280K<0.01%-23013F-HRTimeline
UBS Group AGin group UBS Group AG6,319$271K<0.01%+6,19113F-HRTimelineGroup
Waverly Advisors, LLC6,056$259K<0.01%+1013F-HRTimeline
Great Waters Wealth Management5,947$255K0.04%013F-HRTimeline
Merit Financial Group, LLC5,908$253K<0.01%+1013F-HRTimeline
D.A. DAVIDSON & CO.5,717$245K<0.01%-10013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,382$230K0.04%new13F-HRTimeline
Fairman Group, LLC4,954$216K0.2%+813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,000$214K0.02%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…4,994$214K<0.01%+413F-HRTimeline
CLG LLC4,786$205K0.07%+813F-HRTimeline
Winch Advisory Services, LLC4,340$186K0.05%+613F-HRTimeline
Stuart Chaussee & Associates, Inc.2,000$85.6K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,884$80.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,095$47K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$46.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA866$37K<0.01%013F-HR/ATimelineGroup
S.A. Mason LLC805$34.5K0.02%+6013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC635$27.2K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC610$26.7K<0.01%013F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC280$12K0.01%013F-HRTimeline
NewEdge Advisors, LLC240$10.3K<0.01%-50013F-HRTimeline
HARBOUR INVESTMENTS, INC.131$5.59K<0.01%+113F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.21K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.1K<0.01%013F-HR/ATimeline
IFP Advisors, Inc3$128<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.