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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
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 0.06% 255

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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: Q1 2026 in Review

Golden State Equity Partners increased its American Conservative Values ETF (ACVF) stake by 4.2% in Q1 2026, buying an estimated $13.1K and bringing the position to 6,588 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #565.

Golden State Equity Partners first reported a position in ACVF in Q3 2024 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Golden State Equity Partners held 6,588 shares of American Conservative Values ETF worth $314K as of Q1 2026.
  • Golden State Equity Partners bought 264 American Conservative Values ETF shares in Q1 2026, an estimated $13.1K.
  • American Conservative Values ETF made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #565 holding.
  • Golden State Equity Partners first reported a position in American Conservative Values ETF in Q3 2024 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.