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Community Financial Services Group’s American Conservative Values ETF ACVF Stock Holding History

Community Financial Services Group’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
Q3 		$31.4K Hold
574
– – ﹤0.01% 277
2026
Q2 		$31K Hold
574
– – ﹤0.01% 272
2026
Q1 		$27.5K Buy
+574
New +$28.4K ﹤0.01% 228

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Community Financial Services Group's ACVF Position: Q3 2026 in Review

Community Financial Services Group held its American Conservative Values ETF (ACVF) position steady in Q3 2026 at 574 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Community Financial Services Group first reported a position in ACVF in Q1 2026 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

  • Community Financial Services Group held 574 shares of American Conservative Values ETF worth $31.4K as of Q3 2026.
  • Community Financial Services Group left its American Conservative Values ETF share count unchanged in Q3 2026.
  • American Conservative Values ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q3 2026, its #277 holding.
  • Community Financial Services Group first reported a position in American Conservative Values ETF in Q1 2026 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on Community Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.