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Disclosery

ACVF ETF OPPORTUNITIES TRUST

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AMERICAN CONSER (fund)

49 managers (49 13F filers) reported a position in ACVF shares at 2025-06-30, 579,910 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
49
13F filers
49
New
3
Added
20
Reduced
8
Sold out
1
Shares held by filers
579,910

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC156,380$7.37M<0.01%+51,24513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC45,312$2.14M<0.01%-32413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,071$2.08M<0.01%+84113F-HRTimeline
MML INVESTORS SERVICES, LLC29,861$1.41M<0.01%+25813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,577$1.35M<0.01%-113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management23,780$1.12M0.01%+1,53813F-HRTimelineGroup
AE Wealth Management LLC22,093$1.04M0.01%+11013F-HRTimeline
Encompass More Asset Management21,236$1M0.23%+2,89113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,629$784K<0.01%-8013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,367$630K<0.01%-1,68613F-HR/ATimelineGroup
Creative Planningin group Creative Planning12,464$588K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC11,683$551K0.05%+16813F-HRTimeline
Ceeto Capital Group, LLC11,000$519K0.18%new13F-HRTimeline
Cetera Investment Advisers10,443$493K<0.01%+113F-HRTimeline
Integrated Wealth Concepts LLC10,370$489K<0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,857$465K0.01%+2,62813F-HRTimeline
McCollum Christoferson Group LLC8,370$395K0.12%-83013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,219$388K<0.01%+12213F-HRTimelineGroup
Kingsview Wealth Management, LLC7,473$352K0.01%013F-HRTimeline
Private Advisor Group, LLC7,449$351K<0.01%-41113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,250$342K0.03%+2,25013F-HR/ATimeline
Betterment LLC6,630$313K<0.01%+9513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,428$303K0.06%new13F-HRTimelineGroup
Waverly Advisors, LLC6,066$286K<0.01%+1013F-HRTimeline
Great Waters Wealth Management5,947$280K0.04%013F-HRTimeline
Merit Financial Group, LLC5,918$279K<0.01%+1013F-HRTimeline
D.A. DAVIDSON & CO.5,798$273K<0.01%+8113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,582$263K0.04%+20013F-HRTimeline
Cambridge Investment Research Advisors,…4,997$236K<0.01%+313F-HRTimeline
Fairman Group, LLC4,962$234K0.19%+813F-HRTimeline
CLG LLC4,794$226K0.07%+813F-HRTimeline
Winch Advisory Services, LLC4,346$205K0.05%+613F-HRTimeline
UBS Group AGin group UBS Group AG3,151$149K<0.01%-3,16813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,884$88.8K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC1,762$84K0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC1,095$52K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$51K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA866$41K<0.01%013F-HR/ATimelineGroup
S.A. Mason LLC805$38K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC635$29.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC610$28.8K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC240$11.3K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC170$8.02K<0.01%-11013F-HRTimeline
HARBOUR INVESTMENTS, INC.131$6.17K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.54K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.31K<0.01%013F-HRTimeline
IFP Advisors, Inc3$141<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$47<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.