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Etf Opportunities Trust shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Etf Opportunities Trust (VSLU) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Etf Opportunities Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Etf Opportunities Trust by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $796k 22k 36.00
2024-06-30 $717k 21k 34.20
2024-03-31 $670k 21k 32.59
2023-12-31 $544k 18k 29.73
2023-09-30 $410k 15k 26.81

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Etf Opportunities Trust

Crestwood Advisors
Novare Capital Management
Newman Dignan & Sheerar
Watchman Group
Jpmorgan Chase & Co
Fulton Bank, NA
Atwood & Palmer
Trustmark National Bank - Trust Department
Jacobi Capital Management
Envestnet Asset Management
Mml Investors Services
Capital Market Strategies
EverSource Wealth Advisors
Acima Private Wealth
Atlantic Edge Private Wealth Management

View all funds holding Etf Opportunities Trust