ACVF — Etf Opportunities Tr Amern Conservative Values Etf

Ownership history in Integrated Wealth Concepts LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Etf Opportunities Tr Amern Conservative Values Etf (ACVF). 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
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,370 — 0% 0.00% $511K $49.24
2025 Q2 UNCHANGED 10,370 — 0% 0.00% $489K $47.02
2025 Q1 ADDED 10,370 +17 +0.2% 0.01% $444K $42.63
2024 Q4 ADDED 10,353 +16 +0.2% 0.01% $453K $43.45
2024 Q3 INITIATED 10,337 — — 0.01% $451K $43.31
% of Fund (quarterly)    ACVF price (monthly, adj. close)

Other funds also holding ACVF

As of 2025 Q4 — sorted by position size

WorthPointe, LLC 3Y 1.24% TopTier Wealth Management, LLC 1.04% Encompass More Asset Management 0.37% Fairman Group, LLC 0.2% Ceeto Capital Group, LLC 3Y 7Y 0.16% McCollum Christoferson Group LLC 3Y 7Y 0.13% Clear Creek Financial Management, LLC 3Y 0.05% Winch Advisory Services, LLC 3Y 7Y 0.05% Great Waters Wealth Management 3Y 0.04% Regal Investment Advisors LLC 3Y 7Y 0.03%
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