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Etf Opportunities Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Etf Opportunities Trust (ILS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Etf Opportunities Trust

Tip: Access up to 7 years of quarterly data

All positions including Etf Opportunities Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Opportunities Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 190k 19.67

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for EP Wealth Advisors

Top funds holding Etf Opportunities Trust

Huntleigh Advisors
Empirical Asset Management
EP Wealth Advisors
Hilton Capital Management
Commonwealth Equity Services
Cambridge Investment Research Advisors
XML Financial
Farther Finance Advisors
Towle & Co
Hrt Financial
Cordoba Advisory Partners
Ancora Advisors

View all funds holding Etf Opportunities Trust