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Integrated Wealth Concepts’s American Conservative Values ETF ACVF Stock Holding History

Integrated Wealth Concepts’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 		$565K Hold
10,370
– – ﹤0.01% 1700
2026
Q1 		$494K Buy
+10,370
New +$513K ﹤0.01% 1553
2025
Q4 		– Sell
-10,370
Closed -$511K – 1610
2025
Q3 		$511K Hold
10,370
– – ﹤0.01% 1327
2025
Q2 		$489K Hold
10,370
– – ﹤0.01% 1286
2025
Q1 		$444K Buy
10,370
+17
+0.2% +$753 0.01% 1195
2024
Q4 		$453K Buy
10,353
+16
+0.2% +$715 0.01% 1171
2024
Q3 		$451K Buy
+10,337
New +$434K 0.01% 1128

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

Integrated Wealth Concepts's ACVF Position: Q2 2026 in Review

Integrated Wealth Concepts held its American Conservative Values ETF (ACVF) position steady in Q2 2026 at 10,370 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Integrated Wealth Concepts first reported a position in ACVF in Q3 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Integrated Wealth Concepts held 10,370 shares of American Conservative Values ETF worth $565K as of Q2 2026.
  • Integrated Wealth Concepts left its American Conservative Values ETF share count unchanged in Q2 2026.
  • American Conservative Values ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1700 holding.
  • Integrated Wealth Concepts first reported a position in American Conservative Values ETF in Q3 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.