Opulen Financial Group LLC EMQQ — EXCHANGE TRADED CONCEPTS TRU

Ownership history in Opulen Financial Group LLC  ·  6 quarters on record

AI Ownership Summary

Opulen Financial Group LLC reported EXCHANGE TRADED CONCEPTS TRU (EMQQ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.67% in 2025 Q1. The latest visible filing shows EMQQ at 0.20% 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 EMQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Opulen Financial Group LLC's position in EXCHANGE TRADED CONCEPTS TRU, 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
2026 Q1

EMQQ was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2025 Q1

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 2026 Q1

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.

EMQQ stock page Opulen Financial Group LLC fund profile Opulen Financial Group LLC full holdings
How Opulen Financial Group LLC held EMQQ — position size vs. price
% of Fund (quarterly)    EMQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,614 -6,065 -41.3% 0.20% $285K 2026-04-29 $33.62
2025 Q4 REDUCED 13.2% -18.0% ✅ 14,679 -2,237 -13.2% 0.43% $592K 2026-02-10 $38.75
2025 Q3 REDUCED 7.5% -10.2% ✅ 16,916 -1,372 -7.5% 0.60% $785K 2025-11-17 $41.59
2025 Q2 REDUCED 5.9% +11.9% ❌ 18,288 -1,149 -5.9% 0.63% $762K 2025-07-23 $41.49
2025 Q1 REDUCED — — — 19,437 -68 -0.3% 0.67% $742K 2025-05-02 $38.12
2024 Q4 INITIATED — — — 19,505 — — 0.61% $673K 2025-02-06 $35.97

🏢 Other funds also holding EMQQ

As of 2026 Q1 — sorted by position size

Grove Street Fiduciary, LLC 10.65% Twelve Points Wealth Management LLC 3Y 0.3% Prospect Financial Services LLC 0.27% VUB Generali dochodkova spravcovska spolocnost, a.s. 0.12% Venturi Wealth Management, LLC 3Y 7Y 0.09% Moran Wealth Management, LLC 3Y 0.04% Goldstein Advisors, LLC 3Y 0.04% Versant Capital Management, Inc 3Y 7Y 0.03% Merkkuri Wealth Advisors LLC 0.01% OPPENHEIMER & CO INC 3Y 7Y 0.01%

FAQ About Opulen Financial Group LLC and EMQQ

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

How long has Opulen Financial Group LLC reported owning EMQQ?

Opulen Financial Group LLC reported EMQQ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EMQQ position in Opulen Financial Group LLC's portfolio?

The largest reported portfolio weight for EMQQ was 0.67% in 2025 Q1.

What is the latest reported EMQQ position on this page?

The most recent filing on this page is 2026 Q1, when Opulen Financial Group LLC reported 8,614 shares, equal to 0.20% of portfolio, with an estimated market value of $285K.

What does the chart on this EMQQ ownership page compare?

The chart compares Opulen Financial Group LLC's quarterly EMQQ 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.

How well did Opulen Financial Group LLC time their EMQQ position?

Based on 13F filing dates vs. subsequent EMQQ price moves, Opulen Financial Group LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on EMQQ relative to SPY over the holding period was -17.9%.

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