Householder Group Estate & Retirement Specialist’s American Conservative Values ETF ACVF Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-305	Closed	-$13K	–	543
2024 Q3	$13K	Hold	305	–	–	﹤0.01%	777
2024 Q2	$12K	Hold	305	–	–	﹤0.01%	775
2024 Q1	$12.3K	Hold	305	–	–	﹤0.01%	772
2023 Q4	$11K	Hold	305	–	–	﹤0.01%	736
2023 Q3	$10.1K	Buy	+305	New	+$10.4K	﹤0.01%	784

Other funds holding ACVF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ACVF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of American Conservative Values ETF (ACVF) in Q4 2024, closing a stake of 305 shares — an estimated $13K sold.

Householder Group Estate & Retirement Specialist first reported a position in ACVF in Q3 2023 and held it in 5 quarters. The position peaked at $13K in Q3 2024. 44 funds tracked by Wall St. Rank hold ACVF as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining American Conservative Values ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 305 American Conservative Values ETF shares in Q4 2024, an estimated $13K.
Householder Group Estate & Retirement Specialist first reported a position in American Conservative Values ETF in Q3 2023 and held it in 5 quarters.
Householder Group Estate & Retirement Specialist's American Conservative Values ETF position peaked at $13K in Q3 2024.
44 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.