Encompass More Asset Management’s American Conservative Values ETF ACVF Stock Holding History

Encompass More Asset 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
2026 Q3	$2.92M	Buy	53,599 +8,633	+19%	+$473K	0.41%	59
2026 Q2	$2.45M	Buy	44,966 +4,272	+10%	+$223K	0.36%	58
2026 Q1	$1.94M	Sell	40,694 -171	-0.4%	-$8.47K	0.32%	54
2025 Q4	$2.02M	Buy	40,865 +14,886	+57%	+$732K	0.37%	64
2025 Q3	$1.28M	Buy	25,979 +4,743	+22%	+$229K	0.25%	86
2025 Q2	$1M	Buy	21,236 +2,891	+16%	+$127K	0.23%	91
2025 Q1	$786K	Buy	18,345 +3,056	+20%	+$135K	0.23%	88
2024 Q4	$668K	Buy	+15,289	New	+$683K	0.22%	85

Other funds holding ACVF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Encompass More Asset Management's ACVF Position: Q3 2026 in Review

Encompass More Asset Management increased its American Conservative Values ETF (ACVF) stake by 19% in Q3 2026, buying an estimated $473K and bringing the position to 53,599 shares worth $2.92M. The position accounts for 0.41% of the portfolio, ranked #59.

Encompass More Asset Management first reported a position in ACVF in Q4 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

Encompass More Asset Management held 53,599 shares of American Conservative Values ETF worth $2.92M as of Q3 2026.
Encompass More Asset Management bought 8,633 American Conservative Values ETF shares in Q3 2026, an estimated $473K.
American Conservative Values ETF made up 0.41% of Encompass More Asset Management's portfolio in Q3 2026, its #59 holding.
Encompass More Asset Management first reported a position in American Conservative Values ETF in Q4 2024 and has held it in 8 quarters since.
42 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.