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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$784K Sell
16,629
-80
-0.5% -$3.51K ﹤0.01% 1310
2025
Q1
$715K Sell
16,709
-169
-1% -$7.49K ﹤0.01% 1289
2024
Q4
$738K Buy
16,878
+26
+0.2% +$1.16K ﹤0.01% 1208
2024
Q3
$736K Sell
16,852
-178
-1% -$7.47K ﹤0.01% 1178
2024
Q2
$703K Buy
+17,030
New +$678K 0.01% 1164

Other funds holding ACVF

Avantax Advisory Services's ACVF Position: Q2 2025 in Review

Avantax Advisory Services reduced its American Conservative Values ETF (ACVF) stake by 0.48% in Q2 2025, selling an estimated $3.51K and leaving 16,629 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

Avantax Advisory Services first reported a position in ACVF in Q2 2024 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold ACVF as of Q2 2025.

  • Avantax Advisory Services held 16,629 shares of American Conservative Values ETF worth $784K as of Q2 2025.
  • Avantax Advisory Services sold 80 American Conservative Values ETF shares in Q2 2025, an estimated $3.51K.
  • American Conservative Values ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1310 holding.
  • Avantax Advisory Services first reported a position in American Conservative Values ETF in Q2 2024 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.