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Atria Investments’s American Conservative Values ETF ACVF Stock Holding History

Atria Investments’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
2026
Q1 		$218K Buy
+4,587
New +$227K ﹤0.01% 1941
2024
Q3 		– Sell
-147,811
Closed -$6.1M – 1896
2024
Q2 		$6.1M Buy
147,811
+72,753
+97% +$2.9M 0.08% 287
2024
Q1 		$3.04M Buy
75,058
+20,752
+38% +$796K 0.04% 509
2023
Q4 		$1.98M Buy
54,306
+3,544
+7% +$121K 0.03% 600
2023
Q3 		$1.68M Buy
+50,762
New +$1.73M 0.03% 642
2022
Q1 		– Sell
-28,631
Closed -$1.02M – 857
2021
Q4 		$1.02M Buy
+28,631
New +$984K 0.02% 832

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atria Investments's ACVF Position: Q1 2026 in Review

Atria Investments opened a new position in American Conservative Values ETF (ACVF) in Q1 2026: 4,587 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1941 among its holdings. This is a return to the name: Atria Investments previously reported a position in ACVF as recently as Q2 2024.

Atria Investments first reported a position in ACVF in Q4 2021 and has held it in 6 quarters since. The position peaked at $6.1M in Q2 2024. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Atria Investments held 4,587 shares of American Conservative Values ETF worth $218K as of Q1 2026.
  • American Conservative Values ETF was a new Atria Investments position in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1941 holding.
  • Atria Investments first reported a position in American Conservative Values ETF in Q4 2021 and has held it in 6 quarters since.
  • Atria Investments's American Conservative Values ETF position peaked at $6.1M in Q2 2024.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.