AE Wealth Management’s American Conservative Values ETF ACVF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
22,093
+110
| +0.5% | +$5.19K | 0.01% | 711 |
|
2025
Q1 | $941K | Buy |
21,983
+2,672
| +14% | +$114K | 0.01% | 717 |
|
2024
Q4 | $844K | Buy |
19,311
+6,089
| +46% | +$266K | 0.01% | 749 |
|
2024
Q3 | $577K | Buy |
13,222
+682
| +5% | +$29.8K | 0.01% | 846 |
|
2024
Q2 | $518K | Buy |
12,540
+818
| +7% | +$33.8K | 0.01% | 878 |
|
2024
Q1 | $474K | Buy |
11,722
+1,284
| +12% | +$52K | 0.01% | 835 |
|
2023
Q4 | $390K | Buy |
10,438
+2,020
| +24% | +$75.5K | ﹤0.01% | 1576 |
|
2023
Q3 | $278K | Buy |
+8,418
| New | +$278K | ﹤0.01% | 1641 |
|