GSWM
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Golden State Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

Golden State Wealth 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
Q1 		$2.33K Hold
49
– – ﹤0.01% 1324
2025
Q4 		$2.42K Hold
49
– – ﹤0.01% 1357
2025
Q3 		$2.42K Hold
49
– – ﹤0.01% 1363
2025
Q2 		$2.31K Hold
49
– – ﹤0.01% 1335
2025
Q1 		$2.1K Hold
49
– – ﹤0.01% 1313
2024
Q4 		$2.14K Buy
+49
New +$2.19K ﹤0.01% 1246

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 Wealth Management's ACVF Position: Q1 2026 in Review

Golden State Wealth Management held its American Conservative Values ETF (ACVF) position steady in Q1 2026 at 49 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Golden State Wealth Management first reported a position in ACVF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42K in Q4 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Golden State Wealth Management held 49 shares of American Conservative Values ETF worth $2.33K as of Q1 2026.
  • Golden State Wealth Management left its American Conservative Values ETF share count unchanged in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1324 holding.
  • Golden State Wealth Management first reported a position in American Conservative Values ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's American Conservative Values ETF position peaked at $2.42K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

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