HELS ETF OPPORTUNITIES TRUST
FollowETF (fund)
9 managers (9 13F filers) reported a position in HELS shares at 2026-06-30, 113,898 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 1
- Reduced
- 3
- Sold out
- 2
- Shares held by filers
- 113,898
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 60,000 | $1.5M | <0.01% | 0 | 13F-HRTimelineGroup |
| GTS SECURITIES LLC | 25,422 | $637K | 0.01% | -60,713 | 13F-HRTimeline |
| HighTower Advisors, LLC | 15,800 | $396K | <0.01% | -600 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,393 | $210K | <0.01% | -5,207 | 13F-HRTimeline |
| BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/ | 2,324 | $58.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,500 | $37.6K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 209 | $5.24K | <0.01% | +74 | 13F-HRTimelineGroup |
| Game Plan Financial Advisors, LLC | 200 | $5.01K | <0.01% | 0 | 13F-HRTimeline |
| Copia Wealth Management | 50 | $1.25K | <0.01% | 0 | 13F-HRTimeline |