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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
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 $445B AUM 25.58% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Community Financial Services Group's ACVF Position: Q2 2026 in Review

Community Financial Services Group held its American Conservative Values ETF (ACVF) position steady in Q2 2026 at 574 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Community Financial Services Group first reported a position in ACVF in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Community Financial Services Group held 574 shares of American Conservative Values ETF worth $31K as of Q2 2026.
  • Community Financial Services Group left its American Conservative Values ETF share count unchanged in Q2 2026.
  • American Conservative Values ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #272 holding.
  • Community Financial Services Group first reported a position in American Conservative Values ETF in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.