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 Q3	$385K	Buy	+7,071	New	+$387K	0.02%	595
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 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

Encompass More Asset Management Danville, California $712M AUM 16.28% 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

Golden State Equity Partners's ACVF Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in American Conservative Values ETF (ACVF) in Q3 2026: 7,071 shares worth $385K. The stake represents 0.02% of the portfolio and ranks #595 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in ACVF as recently as Q1 2026.

Golden State Equity Partners first reported a position in ACVF in Q3 2024 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

Golden State Equity Partners held 7,071 shares of American Conservative Values ETF worth $385K as of Q3 2026.
American Conservative Values ETF was a new Golden State Equity Partners position in Q3 2026.
American Conservative Values ETF made up 0.02% of Golden State Equity Partners's portfolio in Q3 2026, its #595 holding.
Golden State Equity Partners first reported a position in American Conservative Values ETF in Q3 2024 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.