Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s American Conservative Values ETF ACVF Stock Holding History

Cambridge Investment Research Advisors’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 		$229K Buy
4,818
+68
+1% +$3.37K ﹤0.01% 3552
2025
Q4 		$235K Buy
4,750
+3
+0.1% +$148 ﹤0.01% 3431
2025
Q3 		$234K Sell
4,747
-250
-5% -$12.1K ﹤0.01% 3347
2025
Q2 		$236K Buy
4,997
+3
+0.1% +$131 ﹤0.01% 3186
2025
Q1 		$214K Buy
4,994
+4
+0.1% +$177 ﹤0.01% 3148
2024
Q4 		$218K Buy
+4,990
New +$223K ﹤0.01% 3117

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

Cambridge Investment Research Advisors's ACVF Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its American Conservative Values ETF (ACVF) stake by 1.4% in Q1 2026, buying an estimated $3.37K and bringing the position to 4,818 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #3552.

Cambridge Investment Research Advisors first reported a position in ACVF in Q4 2024 and has held it in 6 quarters since. The position peaked at $236K in Q2 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Cambridge Investment Research Advisors held 4,818 shares of American Conservative Values ETF worth $229K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 68 American Conservative Values ETF shares in Q1 2026, an estimated $3.37K.
  • American Conservative Values ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3552 holding.
  • Cambridge Investment Research Advisors first reported a position in American Conservative Values ETF in Q4 2024 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's American Conservative Values ETF position peaked at $236K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.