Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Conservative Values ETF ACVF Stock Holding History

Carson Wealth (CWM LLC)’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 		$52.1K Hold
1,095
– – ﹤0.01% 3791
2025
Q4 		$54K Hold
1,095
– – ﹤0.01% 3539
2025
Q3 		$54K Hold
1,095
– – ﹤0.01% 3457
2025
Q2 		$52K Hold
1,095
– – ﹤0.01% 3245
2025
Q1 		$47K Hold
1,095
– – ﹤0.01% 3032
2024
Q4 		$48K Hold
1,095
– – ﹤0.01% 2827
2024
Q3 		$48K Hold
1,095
– – ﹤0.01% 2713
2024
Q2 		$45K Sell
1,095
-1,444
-57% -$57.5K ﹤0.01% 2538
2024
Q1 		$103K Hold
2,539
– – ﹤0.01% 1866
2023
Q4 		$93K Hold
2,539
– – ﹤0.01% 1809
2023
Q3 		$84K Sell
2,539
-111
-4% -$3.79K ﹤0.01% 1734
2023
Q2 		$90K Hold
2,650
– – ﹤0.01% 1619
2023
Q1 		$84K Hold
2,650
– – ﹤0.01% 1579
2022
Q4 		$79K Buy
+2,650
New +$78.1K ﹤0.01% 1485

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 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 $79.5B AUM 27.1% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACVF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its American Conservative Values ETF (ACVF) position steady in Q1 2026 at 1,095 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

Carson Wealth (CWM LLC) first reported a position in ACVF in Q4 2022 and has held it in 14 quarters since. The position peaked at $103K in Q1 2024. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,095 shares of American Conservative Values ETF worth $52.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its American Conservative Values ETF share count unchanged in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3791 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Conservative Values ETF in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s American Conservative Values ETF position peaked at $103K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.