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Global Wealth Management Investment Advisory’s American Conservative Values ETF ACVF Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-3,100
Closed -$113K – 140
2023
Q4 		$113K Hold
3,100
– – 0.03% 146
2023
Q3 		$102K Hold
3,100
– – 0.03% 154
2023
Q2 		$105K Buy
+3,100
New +$99.1K 0.03% 155

Other funds holding ACVF

AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Global Wealth Management Investment Advisory's ACVF Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of American Conservative Values ETF (ACVF) in Q1 2024, closing a stake of 3,100 shares — an estimated $113K sold.

Global Wealth Management Investment Advisory first reported a position in ACVF in Q2 2023 and held it in 3 quarters. The position peaked at $113K in Q4 2023. 36 funds tracked by Wall St. Rank hold ACVF as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining American Conservative Values ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3,100 American Conservative Values ETF shares in Q1 2024, an estimated $113K.
  • Global Wealth Management Investment Advisory first reported a position in American Conservative Values ETF in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's American Conservative Values ETF position peaked at $113K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.