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Etf Opportunities Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Etf Opportunities Trust (RAA) 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
2025-06-30 $444k 17k 25.62
2025-03-31 $407k 17k 24.10

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Etf Opportunities Trust

SMI Advisory Services
EverSource Wealth Advisors
IFP Advisors
JT Stratford
Gts Securities
Straight Path Wealth Management
EP Wealth Advisors
TCI Wealth Advisors
UBS Group
Sound Income Strategies

View all funds holding Etf Opportunities Trust