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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 2025-09-30, 555,659 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
3
Added
17
Reduced
10
Sold out
4
Shares held by filers
555,659

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC167,016$8.23M<0.01%+10,63613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,995$2.17M<0.01%-7613F-HRTimeline
AE Wealth Management LLC31,557$1.56M0.01%+9,46413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,577$1.41M<0.01%013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,383$1.4M<0.01%-16,92913F-HRTimelineGroup
Encompass More Asset Management25,979$1.28M0.25%+4,74313F-HRTimeline
MML INVESTORS SERVICES, LLC25,014$1.23M<0.01%-4,84713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,528$1.16M0.01%-25213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,799$675K<0.01%+43213F-HRTimelineGroup
Creative Planningin group Creative Planning12,331$608K<0.01%-13313F-HRTimelineGroup
Clear Creek Financial Management, LLC11,341$559K0.05%-34213F-HRTimeline
Cetera Investment Advisers11,081$546K<0.01%+63813F-HRTimeline
Ceeto Capital Group, LLC11,000$542K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC10,370$511K<0.01%013F-HRTimeline
McCollum Christoferson Group LLC8,370$413K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,220$405K<0.01%+113F-HRTimelineGroup
Private Advisor Group, LLC7,889$389K<0.01%+44013F-HRTimeline
Kingsview Wealth Management, LLC7,473$368K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC7,250$357K0.03%013F-HR/ATimeline
Great Waters Wealth Management6,649$328K0.04%+70213F-HRTimeline
Betterment LLC6,313$311K<0.01%-31713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,266$309K0.05%-16213F-HRTimelineGroup
Waverly Advisors, LLC6,075$300K<0.01%+913F-HRTimeline
Merit Financial Group, LLC5,927$292K<0.01%+913F-HR/ATimeline
D.A. DAVIDSON & CO.5,813$287K<0.01%+1513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,661$279K0.04%+7913F-HRTimeline
Fairman Group, LLC4,969$245K0.2%+713F-HRTimeline
CLG LLC4,800$237K0.06%+613F-HRTimeline
Cambridge Investment Research Advisors,…4,747$234K<0.01%-25013F-HRTimeline
Winch Advisory Services, LLC4,352$215K0.05%+613F-HRTimeline
Larson Financial Group LLC1,900$93.7K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,884$92.9K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC1,762$87K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,095$54K<0.01%013F-HRTimelineGroup
JNBA Financial Advisors1,081$53.3K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA867$43K<0.01%+113F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC635$31.3K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC601$29.6K<0.01%-913F-HRTimelineGroup
Steward Partners Investment Advisory, L…245$12.1K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC241$11.9K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO175$8.63K<0.01%new13F-HR/ATimelineGroup
Tanglewood Legacy Advisors, LLC170$8.38K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.131$6.46K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors75$3.7K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC49$2.42K<0.01%013F-HRTimeline
IFP Advisors, Inc3$148<0.01%013F-HR/ATimeline