ETF Opportunities Trust - WLTG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WealthTrust Asset Management, LLC | History | Reduced | 1,304,850 | 49,480 | 27.35% | 27.06% | 1 | -29,909 | -2.24% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 196,525 | 7,452 | 0.22% | 0.27% | 2 | -14,361 | -6.81% | Q3 2026 | Oct 23, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 107,891 | 4,155 | 1.09% | 1.38% | 3 | -27,462 | -20.29% | Q3 2026 | Oct 19, 2026 |
| Expressive Wealth LLC | History | No change | 26,398 | 988 | 0.93% | 0.93% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 9,665 | 362 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 9,151 | 347 | 0.0% | 0.0% | 6 | -57 | -0.62% | Q3 2026 | Oct 15, 2026 |
| Advisors Preferred, LLC | History | No change | 8,299 | 308 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,812 | 296 | 0.0% | 0.0% | 8 | +631 | 8.79% | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,795 | 254 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 6,571 | 246 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 253 | 9 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 168 | 6 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |