ACVF — ETF OPPORTUNITIES TRUST

Ownership history in WorthPointe, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in ETF OPPORTUNITIES TRUST (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
1.32% (2023 Q4)
Avg. % of fund
1.05%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 95,883 +24,679 +34.7% 1.24% $4.7M $49.39
2023 Q4 ADDED 71,204 +19,389 +37.4% 1.32% $2.6M $36.04
2023 Q3 ADDED 51,815 +20,982 +68.1% 1.01% $1.7M $32.53
2023 Q2 INITIATED 30,833 — — 0.63% $1.0M $33.29
% of Fund (quarterly)    ACVF price (monthly, adj. close)

Other funds also holding ACVF

As of 2025 Q4 — sorted by position size

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% VERUS CAPITAL PARTNERS, LLC 3Y 0.02%
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