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Castleview Partners’s American Conservative Values ETF ACVF Stock Holding History

Castleview Partners’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
2024
Q3 		– Sell
-202
Closed -$8.34K – 550
2024
Q2 		$8.34K Hold
202
– – ﹤0.01% 550
2024
Q1 		$8.18K Hold
202
– – ﹤0.01% 553
2023
Q4 		$7.37K Buy
+202
New +$6.91K 0.01% 541

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Castleview Partners's ACVF Position: Q3 2024 in Review

Castleview Partners sold out of American Conservative Values ETF (ACVF) in Q3 2024, closing a stake of 202 shares — an estimated $8.34K sold.

Castleview Partners first reported a position in ACVF in Q4 2023 and held it in 3 quarters. The position peaked at $8.34K in Q2 2024. 40 funds tracked by Wall St. Rank hold ACVF as of Q3 2024.

  • Castleview Partners reported no remaining American Conservative Values ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 202 American Conservative Values ETF shares in Q3 2024, an estimated $8.34K.
  • Castleview Partners first reported a position in American Conservative Values ETF in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's American Conservative Values ETF position peaked at $8.34K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.