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Truist Financial (TFC) discloses 6.26% stake in ETF Opportunities Trust

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(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 258,597 shares of ETF Opportunities Trust (CUSIP 26923Q739), representing 6.26% of the class. The filing states Truist holds sole dispositive power over 258,597 shares and sole voting power of 0 shares. The filing is signed by an Assistant Vice President on 07/08/2026.

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Insights

Truist reports a 6.26% stake in ETF Opportunities Trust.

Truist Financial Corporation, acting as the parent for its Registered Investment Advisor, discloses beneficial ownership of 258,597 shares with sole dispositive control. The filing lists voting power as 0, indicating voting rights are not held directly.

Timing and trading intent are not stated; subsequent filings would show any change in the position.

Schedule 13G disclosure documents passive/beneficial ownership status.

The form identifies the reporting person and gives exact ownership metrics: 6.26% of the class and 258,597 shares of the ETF. The signature date is 07/08/2026, which anchors the reported position.

Any voting arrangements, agreements, or changes must be reflected in future filings per securities rules.

Beneficial ownership 258,597 shares reported on Schedule 13G
Percent of class 6.26% ownership percentage of ETF Opportunities Trust
Sole voting power 0 shares with sole power to vote
Sole dispositive power 258,597 shares with sole power to dispose
CUSIP 26923Q739 ETF Opportunities Trust identifier
Schedule 13G regulatory
"Item 1. (a) Name of issuer: ETF Opportunities Trust"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. (a) Amount beneficially owned: 258597"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 258597"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Truist Financial (TFC) report in ETF Opportunities Trust?

Truist reports beneficial ownership of 258,597 shares, equal to 6.26% of the class, with sole dispositive power over those shares and zero sole voting power.

Which entity filed the Schedule 13G for ETF Opportunities Trust?

The filing was made by Truist Financial Corporation as parent holding company for Truist Advisory Services, Inc., with an address in Charlotte, NC and CUSIP 26923Q739.

Does Truist have voting power over the reported shares?

The filing states Truist has 0 sole voting power and 0 shared voting power for the 258,597 shares; it reports sole dispositive power instead.

When was the Schedule 13G signed for this position?

The Schedule 13G was signed by Caroline D. Hoang, Assistant Vice President, on 07/08/2026, which is the effective signature date for the reported holdings.

What does 'sole dispositive power' mean in this filing?

'Sole dispositive power' means the filer has the authority to control disposition of the 258,597 shares; the filing lists that power as held solely by Truist for these shares.





26923Q739

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



TRUIST FINANCIAL CORP
Signature:Caroline D. Hoang
Name/Title:Assistant Vice President
Date:07/08/2026