Cetera Investment Advisers
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Cetera Investment Advisers’s American Conservative Values ETF ACVF Stock Holding History

Cetera Investment Advisers’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 		$603K Buy
12,665
+45
+0.4% +$2.23K ﹤0.01% 3336
2025
Q4 		$623K Buy
12,620
+1,539
+14% +$75.7K ﹤0.01% 3243
2025
Q3 		$546K Buy
11,081
+638
+6% +$30.8K ﹤0.01% 3316
2025
Q2 		$493K Buy
10,443
+1
+0% +$44 ﹤0.01% 2986
2025
Q1 		$447K Sell
10,442
-524
-5% -$23.2K ﹤0.01% 2936
2024
Q4 		$479K Sell
10,966
-223
-2% -$9.96K ﹤0.01% 2719
2024
Q3 		$488K Hold
11,189
– – ﹤0.01% 2672
2024
Q2 		$462K Sell
11,189
-1,424
-11% -$56.7K ﹤0.01% 2658
2024
Q1 		$510K Buy
+12,613
New +$484K ﹤0.01% 2588

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

Cetera Investment Advisers's ACVF Position: Q1 2026 in Review

Cetera Investment Advisers increased its American Conservative Values ETF (ACVF) stake by 0.36% in Q1 2026, buying an estimated $2.23K and bringing the position to 12,665 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #3336.

Cetera Investment Advisers first reported a position in ACVF in Q1 2024 and has held it in 9 quarters since. The position peaked at $623K in Q4 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Cetera Investment Advisers held 12,665 shares of American Conservative Values ETF worth $603K as of Q1 2026.
  • Cetera Investment Advisers bought 45 American Conservative Values ETF shares in Q1 2026, an estimated $2.23K.
  • American Conservative Values ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3336 holding.
  • Cetera Investment Advisers first reported a position in American Conservative Values ETF in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's American Conservative Values ETF position peaked at $623K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.