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Advisory Services Network’s American Conservative Values ETF ACVF Stock Holding History

Advisory Services Network’s Portfolio ACVF Stock Details ACVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-245
Closed -$8.94K – 1470
2023
Q4 		$8.94K Buy
+245
New +$8.38K ﹤0.01% 2907
2023
Q2 		– Sell
-245
Closed -$7.72K – 1452
2023
Q1 		$7.72K Hold
245
– – ﹤0.01% 2977
2022
Q4 		$7.28K Buy
+245
New +$7.22K ﹤0.01% 2983

Other funds holding ACVF

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Advisory Services Network's ACVF Position: Q1 2024 in Review

Advisory Services Network sold out of American Conservative Values ETF (ACVF) in Q1 2024, closing a stake of 245 shares — an estimated $8.94K sold.

Advisory Services Network first reported a position in ACVF in Q4 2022 and held it in 3 quarters. The position peaked at $8.94K in Q4 2023. 36 funds tracked by Wall St. Rank hold ACVF as of Q1 2024.

  • Advisory Services Network reported no remaining American Conservative Values ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 245 American Conservative Values ETF shares in Q1 2024, an estimated $8.94K.
  • Advisory Services Network first reported a position in American Conservative Values ETF in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's American Conservative Values ETF position peaked at $8.94K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.