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

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

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return