Kestra Advisory Services
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Kestra Advisory Services’s American Conservative Values ETF ACVF Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,718
Closed -$84.9K – 3130
2025
Q4 		$84.9K Buy
+1,718
New +$84.5K ﹤0.01% 3559

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Encompass More Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
AE Wealth Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Kestra Advisory Services's ACVF Position: Q1 2026 in Review

Kestra Advisory Services sold out of American Conservative Values ETF (ACVF) in Q1 2026, closing a stake of 1,718 shares — an estimated $84.9K sold.

Kestra Advisory Services first reported a position in ACVF in Q4 2025 and held it in 1 quarter. The position peaked at $84.9K in Q4 2025. 55 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Kestra Advisory Services reported no remaining American Conservative Values ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,718 American Conservative Values ETF shares in Q1 2026, an estimated $84.9K.
  • Kestra Advisory Services first reported a position in American Conservative Values ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's American Conservative Values ETF position peaked at $84.9K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.