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Golden State Equity Partners’s American Conservative Values ETF ACVF Stock Holding History

Golden State Equity Partners’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 		– Sell
-6,588
Closed -$314K – 366
2026
Q1 		$314K Buy
6,588
+264
+4% +$13.1K 0.02% 565
2025
Q4 		$312K Buy
6,324
+58
+0.9% +$2.85K 0.05% 385
2025
Q3 		$309K Sell
6,266
-162
-3% -$7.81K 0.05% 351
2025
Q2 		$303K Buy
+6,428
New +$282K 0.06% 337
2024
Q4 		– Sell
-2,769
Closed -$121K – 436
2024
Q3 		$121K Buy
+2,769
New +$116K 0.02% 456

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

Golden State Equity Partners's ACVF Position: Q2 2026 in Review

Golden State Equity Partners sold out of American Conservative Values ETF (ACVF) in Q2 2026, closing a stake of 6,588 shares — an estimated $314K sold.

Golden State Equity Partners first reported a position in ACVF in Q3 2024 and held it in 5 quarters. The position peaked at $314K in Q1 2026. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Golden State Equity Partners reported no remaining American Conservative Values ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 6,588 American Conservative Values ETF shares in Q2 2026, an estimated $314K.
  • Golden State Equity Partners first reported a position in American Conservative Values ETF in Q3 2024 and held it in 5 quarters.
  • Golden State Equity Partners's American Conservative Values ETF position peaked at $314K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.