VSLU — ETF OPPORTUNITIES TRUST

Ownership history in ATWOOD & PALMER INC  ·  10 quarters on record

This page tracks every 13F SEC filing in which ATWOOD & PALMER INC reported a position in ETF OPPORTUNITIES TRUST (VSLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.53% (2025 Q4)
Avg. % of fund
0.35%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 212,589 +1,459 +0.7% 0.53% $9.4M $44.26
2025 Q3 ADDED 211,130 +2,261 +1.1% 0.53% $9.0M $42.49
2025 Q2 ADDED 208,869 +412 +0.2% 0.51% $8.2M $38.97
2025 Q1 ADDED 208,457 +23,638 +12.8% 0.51% $7.3M $34.86
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VSLU price (monthly, adj. close)

Other funds also holding VSLU

As of 2025 Q4 — sorted by position size

Watchman Group, Inc. 3Y 7.06% Newman Dignan & Sheerar, Inc. 3Y 7Y 6.5% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 3.78% NOVARE CAPITAL MANAGEMENT LLC 3Y 7Y 2.71% Old Port Advisors 3Y 7Y 2.26% Gibraltar Capital Management, Inc. 3Y 7Y 1.55% Crestwood Advisors Group, LLC 3Y 7Y 1.47% Jacobi Capital Management LLC 3Y 7Y 1.32% SAXON INTERESTS, INC. 3Y 0.89% Atlantic Edge Private Wealth Management, LLC 0.88%
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