Empirical Wealth Management
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Empirical Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

Empirical Wealth Management’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
2025
Q3 		– Sell
-9,857
Closed -$465K – 795
2025
Q2 		$465K Buy
9,857
+2,628
+36% +$115K 0.01% 432
2025
Q1 		$310K Buy
+7,229
New +$320K 0.01% 509

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Empirical Wealth Management's ACVF Position: Q3 2025 in Review

Empirical Wealth Management sold out of American Conservative Values ETF (ACVF) in Q3 2025, closing a stake of 9,857 shares — an estimated $465K sold.

Empirical Wealth Management first reported a position in ACVF in Q1 2025 and held it in 2 quarters. The position peaked at $465K in Q2 2025. 47 funds tracked by Wall St. Rank hold ACVF as of Q3 2025.

  • Empirical Wealth Management reported no remaining American Conservative Values ETF position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 9,857 American Conservative Values ETF shares in Q3 2025, an estimated $465K.
  • Empirical Wealth Management first reported a position in American Conservative Values ETF in Q1 2025 and held it in 2 quarters.
  • Empirical Wealth Management's American Conservative Values ETF position peaked at $465K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.