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Larson Financial Group’s American Conservative Values ETF ACVF Stock Holding History

Larson Financial Group’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 		$19K Hold
400
– – ﹤0.01% 1875
2025
Q4 		$19.8K Sell
400
-1,500
-79% -$73.8K ﹤0.01% 1734
2025
Q3 		$93.7K Buy
+1,900
New +$91.6K ﹤0.01% 930

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

Larson Financial Group's ACVF Position: Q1 2026 in Review

Larson Financial Group held its American Conservative Values ETF (ACVF) position steady in Q1 2026 at 400 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Larson Financial Group first reported a position in ACVF in Q3 2025 and has held it in 3 quarters since. The position peaked at $93.7K in Q3 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Larson Financial Group held 400 shares of American Conservative Values ETF worth $19K as of Q1 2026.
  • Larson Financial Group left its American Conservative Values ETF share count unchanged in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1875 holding.
  • Larson Financial Group first reported a position in American Conservative Values ETF in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's American Conservative Values ETF position peaked at $93.7K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.