Lake Point Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$5K Hold
175
﹤0.01% 222
2022
Q1
$6K Buy
+175
New +$5.84K ﹤0.01% 219

Other funds holding ACVF

Lake Point Wealth Management's ACVF Position: Q2 2022 in Review

Lake Point Wealth Management held its American Conservative Values ETF (ACVF) position steady in Q2 2022 at 175 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Lake Point Wealth Management first reported a position in ACVF in Q1 2022 and has held it in 2 quarters since. The position peaked at $6K in Q1 2022. 10 funds tracked by Wall St. Rank hold ACVF as of Q2 2022.

  • Lake Point Wealth Management held 175 shares of American Conservative Values ETF worth $5K as of Q2 2022.
  • Lake Point Wealth Management left its American Conservative Values ETF share count unchanged in Q2 2022.
  • American Conservative Values ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #222 holding.
  • Lake Point Wealth Management first reported a position in American Conservative Values ETF in Q1 2022 and has held it in 2 quarters since.
  • Lake Point Wealth Management's American Conservative Values ETF position peaked at $6K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.