ACVF — ETF OPPORTUNITIES TRUST
As of Q2 2026, 4 SEC-registered investment managers reported holding ACVF (ETF OPPORTUNITIES TRUST) in their latest 13F filings, with a combined reported value of $2.44M across 44.81K shares. That is +47.5% by share count (+14.42K shares) versus the previous quarter, while reported value moved +68.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.63K | $1.56M | 0.00% | Hold |
| JPMorgan Chase & Co history | 15.45K | $835.73K | 0.00% | New |
| UBS Group AG history | 730 | $39.81K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $27 | 0.00% | Reduce |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.63K | $1.36M | 0.00% | Hold |
| UBS Group AG history | 1.46K | $69.47K | 0.00% | New |
| Wells Fargo & Co history | 301 | $14.31K | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.63K | $1.41M | 0.00% | Hold |
| Wells Fargo & Co history | 301 | $14.84K | 0.00% | New |
| JPMorgan Chase & Co history | 117 | $5.78K | 0.00% | Reduce |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.58K | $1.41M | 0.00% | Hold |
| JPMorgan Chase & Co history | 175 | $8.63K | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.58K | $1.35M | 0.00% | Hold |
| Morgan Stanley history | 28.58K | $1.35M | 0.00% | Hold |
| UBS Group AG history | 3.15K | $148.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $47 | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1 | $47 | 0.00% | New |
Q1 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 28.58K | $1.22M | 0.00% | Reduce |
| Morgan Stanley history | 28.58K | $1.22M | 0.00% | Reduce |
| UBS Group AG history | 6.32K | $270.58K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 15.45K sh · $835.73K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 28.63K | 28.63K | 28.63K | 28.58K | 28.58K | 28.58K | 32.03K | 32.03K | 32.03K | 30.69K | 30.69K | 30.69K | 30.69K | 30.69K | 33.72K | — | — | — | — |
| JPMorgan Chase & Co | 15.45K | — | 117 | 175 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UBS Group AG | 730 | 1.46K | — | — | 3.15K | 6.32K | 128 | 10 | 192 | — | 224 | 533 | — | 513 | 393 | 21 | 10 | — | 166 |
| Wells Fargo & Co | 1 | 301 | 301 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — | — | — | — | 1 | — | — | — | 1 | 1 | 1 |
| Citadel Advisors | — | — | — | — | — | — | 19.46K | 19.80K | — | — | — | 6.82K | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details