VSLU — ETF OPPORTUNITIES TRUST

Ownership history in Jacobi Capital Management LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Jacobi Capital Management LLC 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
1.32% (2025 Q4)
Avg. % of fund
0.61%
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 514,110 +81,333 +18.8% 1.32% $22.8M $44.26
2025 Q3 ADDED 432,777 +40,902 +10.4% 1.12% $18.5M $42.49
2025 Q2 ADDED 391,875 +58,398 +17.5% 1.02% $15.3M $38.97
2025 Q1 ADDED 333,477 +85,121 +34.3% 0.86% $11.7M $34.86
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% 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% SAXON INTERESTS, INC. 3Y 0.89% Atlantic Edge Private Wealth Management, LLC 0.88% ATWOOD & PALMER INC 3Y 7Y 0.53%
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