ACVF β€” ETF OPPORTUNITIES TRUST

Ownership history in Great Waters Wealth Management  Β·  5 quarters on record

AI Ownership Summary

Great Waters Wealth Management reported ETF OPPORTUNITIES TRUST (ACVF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows ACVF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACVF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Great Waters Wealth Management's position in ETF OPPORTUNITIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACVF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Great Waters Wealth Management held ACVF β€” position size vs. price
% of Fund (quarterly)    ACVF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,659 +10 +0.2% 0.04% $329K 2026-02-14 (Est.) $49.84
2025 Q3 ADDED 6,649 +702 +11.8% 0.04% $328K 2025-10-14 $49.00
2025 Q2 UNCHANGED 5,947 β€” 0% 0.04% $280K 2025-07-11 $47.23
2025 Q1 UNCHANGED 5,947 β€” 0% 0.04% $255K 2025-04-14 $41.17
2024 Q4 INITIATED 5,947 β€” β€” 0.03% $260K 2025-01-17 $44.63

🏒 Other funds also holding ACVF

As of 2026 Q1 β€” sorted by position size

Farther Finance Advisors, LLC 0.01%

FAQ About Great Waters Wealth Management and ACVF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Great Waters Wealth Management reported owning ACVF?

Great Waters Wealth Management reported ACVF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ACVF position in Great Waters Wealth Management's portfolio?

The largest reported portfolio weight for ACVF was 0.04% in 2025 Q3.

What is the latest reported ACVF position on this page?

The most recent filing on this page is 2025 Q4, when Great Waters Wealth Management reported 6,659 shares, equal to 0.04% of portfolio, with an estimated market value of $329K.

What does the chart on this ACVF ownership page compare?

The chart compares Great Waters Wealth Management's quarterly ACVF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Great Waters Wealth Management Holdings