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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
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 $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

Integrated Wealth Concepts's ACVF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in American Conservative Values ETF (ACVF) in Q1 2026: 10,370 shares worth $494K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ACVF as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in ACVF in Q3 2024 and has held it in 6 quarters since. The position peaked at $511K in Q3 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Integrated Wealth Concepts held 10,370 shares of American Conservative Values ETF worth $494K as of Q1 2026.
  • American Conservative Values ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1553 holding.
  • Integrated Wealth Concepts first reported a position in American Conservative Values ETF in Q3 2024 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's American Conservative Values ETF position peaked at $511K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.