Acima Private Wealth’s Applied Finance Valuation Large Cap ETF VSLU Stock Holding History

Acima Private Wealth’s Portfolio VSLU Stock Details VSLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.5M	Buy	312,859 +34,657	+12%	+$1.58M	4.2%	5
2026 Q1	$11.6M	Buy	278,202 +2,752	+1%	+$120K	3.65%	8
2025 Q4	$12.2M	Buy	275,450 +35,018	+15%	+$1.52M	3.78%	8
2025 Q3	$10.3M	Buy	240,432 +7,168	+3%	+$294K	3.21%	10
2025 Q2	$9.13M	Buy	233,264 +28,146	+14%	+$1.01M	3.11%	10
2025 Q1	$7.18M	Buy	205,118 +115,049	+128%	+$4.23M	2.58%	11
2024 Q4	$3.3M	Buy	90,069 +21,430	+31%	+$789K	1.11%	23
2024 Q3	$2.47M	Buy	68,639 +644	+0.9%	+$22.3K	0.83%	28
2024 Q2	$2.33M	Buy	+67,995	New	+$2.22M	0.85%	28

Other funds holding VSLU

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

NCM

Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

CWMP

Clarion Wealth Managment Partners Fairfax, Virginia $124M AUM 26.23% 1-Year Est. Return

Acima Private Wealth's VSLU Position: Q2 2026 in Review

Acima Private Wealth increased its Applied Finance Valuation Large Cap ETF (VSLU) stake by 12% in Q2 2026, buying an estimated $1.58M and bringing the position to 312,859 shares worth $14.5M. The position accounts for 4.2% of the portfolio, ranked #5.

Acima Private Wealth first reported a position in VSLU in Q2 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold VSLU as of Q2 2026.

Acima Private Wealth held 312,859 shares of Applied Finance Valuation Large Cap ETF worth $14.5M as of Q2 2026.
Acima Private Wealth bought 34,657 Applied Finance Valuation Large Cap ETF shares in Q2 2026, an estimated $1.58M.
Applied Finance Valuation Large Cap ETF made up 4.2% of Acima Private Wealth's portfolio in Q2 2026, its #5 holding.
Acima Private Wealth first reported a position in Applied Finance Valuation Large Cap ETF in Q2 2024 and has held it in 9 quarters since.
57 funds tracked by Wall St. Rank held Applied Finance Valuation Large Cap ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.