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ETF Opportunities Trust

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blueprint Investment Partners LLC
DECREASED
Shares161,530 from 177,045
Change-15,515 (-9%)
Value$4.2M (-$783.8K)
Filed 2025-05-12
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares82,555 from 90,149
Change-7,594 (-8%)
Value$2.1K (-$391)
Filed 2025-04-22
Atria Wealth Solutions, Inc.
DECREASED
Shares16,645 from 17,461
Change-816 (-5%)
Value$430.2K (-$58.8K)
Filed 2025-05-09
Encompass More Asset Management
DECREASED
Shares12,619 from 15,248
Change-2,629 (-17%)
Value$326.2K (-$100.9K)
Filed 2025-05-09
Citadel Advisors LLC
NEW
Shares8,686
Change+8,686
Value$224.5K
Filed 2025-05-15
UBS Group AG
INCREASED
Shares4,875 from 1,553
Change+3,322 (+214%)
Value$126.0K (+$82.5K)
Filed 2025-05-13
CoreCap Advisors, LLC
DECREASED
Shares401 from 8,972
Change-8,571 (-96%)
Value$10.4K (-$240.9K)
Filed 2025-05-09
WealthTrak Capital Management LLC
NEW
Shares97
Change+97
Value$2.5K
Filed 2025-05-15
Modern Wealth Management, LLC
CLOSED
Shares0 from 215,408
Change-215,408 (-100%)
Value$0 (-$6.0M)
Filed 2025-06-02
Simplicity Wealth,LLC
CLOSED
Shares0 from 177,045
Change-177,045 (-100%)
Value$0 (-$5.0M)
Filed 2025-04-15
CreativeOne Wealth, LLC
CLOSED
Shares0 from 79,023
Change-79,023 (-100%)
Value$0 (-$2.2M)
Filed 2025-05-14
Consultiva Wealth Management, Corp.
CLOSED
Shares0 from 13,614
Change-13,614 (-100%)
Value$0 (-$381.3K)
Filed 2025-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
Blueprint Investment Partners LLC
DECREASED161,530177,045-15,515-9%$5.0M$4.2M-$783.8K2025-05-12
Cambridge Investment Research Advisors, Inc.
DECREASED82,55590,149-7,594-8%$2.5K$2.1K-$3912025-04-22
Atria Wealth Solutions, Inc.
DECREASED16,64517,461-816-5%$489.1K$430.2K-$58.8K2025-05-09
Encompass More Asset Management
DECREASED12,61915,248-2,629-17%$427.1K$326.2K-$100.9K2025-05-09
Citadel Advisors LLC
NEW8,686—+8,686——$224.5K—2025-05-15
UBS Group AG
INCREASED4,8751,553+3,322+214%$43.5K$126.0K+$82.5K2025-05-13
CoreCap Advisors, LLC
DECREASED4018,972-8,571-96%$251.3K$10.4K-$240.9K2025-05-09
WealthTrak Capital Management LLC
NEW97—+97——$2.5K—2025-05-15
Modern Wealth Management, LLC
CLOSED0215,408-215,408-100%$6.0M$0-$6.0M2025-06-02
Simplicity Wealth,LLC
CLOSED0177,045-177,045-100%$5.0M$0-$5.0M2025-04-15
CreativeOne Wealth, LLC
CLOSED079,023-79,023-100%$2.2M$0-$2.2M2025-05-14
Consultiva Wealth Management, Corp.
CLOSED013,614-13,614-100%$381.3K$0-$381.3K2025-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 13 of 13 institutions