ETF OPPORTUNITIES TRUST - HEFT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WMG Financial Advisors, LLC | History | New | 23,575 | 627 | 0.26% | — | 1 | +23,575 | New | Q1 2026 | Apr 23, 2026 |
| Crown Wealth Group, LLC | History | New | 17,450 | 464 | 0.14% | — | 2 | +17,450 | New | Q1 2026 | Apr 21, 2026 |
| Slocum, Gordon & Co LLP | History | New | 9,536 | 253 | 0.17% | — | 3 | +9,536 | New | Q1 2026 | Apr 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 1,700 | 45 | 0.02% | 0.01% | 4 | +700 | 70.0% | Q1 2026 | Apr 23, 2026 |
| Realta Investment Advisors | History | New | 500 | 13 | 0.0% | — | 5 | +500 | New | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 180 | 4 | 0.0% | — | 6 | +180 | New | Q1 2026 | Apr 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,390 | -100.0% | Q4 2025 | Feb 12, 2026 |