Creative Planning
ACVF icon

Creative Planning’s American Conservative Values ETF ACVF Stock Holding History

Creative Planning’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 		$672K Hold
12,331
– – ﹤0.01% 2957
2026
Q1 		$587K Hold
12,331
– – ﹤0.01% 2894
2025
Q4 		$609K Hold
12,331
– – ﹤0.01% 2667
2025
Q3 		$608K Sell
12,331
-133
-1% -$6.41K ﹤0.01% 2552
2025
Q2 		$588K Hold
12,464
– – ﹤0.01% 2319
2025
Q1 		$534K Hold
12,464
– – ﹤0.01% 2222
2024
Q4 		$545K Sell
12,464
-68
-0.5% -$3.04K ﹤0.01% 2145
2024
Q3 		$547K Buy
12,532
+201
+2% +$8.44K ﹤0.01% 2025
2024
Q2 		$509K Buy
12,331
+1,111
+10% +$44.3K ﹤0.01% 1930
2024
Q1 		$454K Sell
11,220
-212
-2% -$8.13K ﹤0.01% 1920
2023
Q4 		$417K Buy
11,432
+212
+2% +$7.25K ﹤0.01% 1831
2023
Q3 		$371K Buy
11,220
+3,148
+39% +$108K ﹤0.01% 1769
2023
Q2 		$273K Hold
8,072
– – ﹤0.01% 1979
2023
Q1 		$254K Buy
+8,072
New +$249K ﹤0.01% 1943

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

Creative Planning's ACVF Position: Q2 2026 in Review

Creative Planning held its American Conservative Values ETF (ACVF) position steady in Q2 2026 at 12,331 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Creative Planning first reported a position in ACVF in Q1 2023 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Creative Planning held 12,331 shares of American Conservative Values ETF worth $672K as of Q2 2026.
  • Creative Planning left its American Conservative Values ETF share count unchanged in Q2 2026.
  • American Conservative Values ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2957 holding.
  • Creative Planning first reported a position in American Conservative Values ETF in Q1 2023 and has held it in 14 quarters since.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.