LPL Financial
ACVF icon

LPL Financial’s American Conservative Values ETF ACVF Stock Holding History

LPL Financial’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 		$7.99M Sell
146,463
-20,813
-12% -$1.09M ﹤0.01% 2352
2026
Q1 		$7.96M Buy
167,276
+2,883
+2% +$143K ﹤0.01% 2192
2025
Q4 		$8.12M Sell
164,393
-2,623
-2% -$129K ﹤0.01% 2104
2025
Q3 		$8.23M Buy
167,016
+10,636
+7% +$513K ﹤0.01% 2055
2025
Q2 		$7.37M Buy
156,380
+51,245
+49% +$2.25M ﹤0.01% 1987
2025
Q1 		$4.5M Buy
105,135
+8,436
+9% +$374K ﹤0.01% 2240
2024
Q4 		$4.23M Buy
96,699
+10,471
+12% +$468K ﹤0.01% 2216
2024
Q3 		$3.76M Buy
86,228
+23,887
+38% +$1M ﹤0.01% 2207
2024
Q2 		$2.57M Buy
62,341
+16,269
+35% +$648K ﹤0.01% 2387
2024
Q1 		$1.86M Sell
46,072
-1,237
-3% -$47.4K ﹤0.01% 2588
2023
Q4 		$1.73M Buy
47,309
+8,617
+22% +$295K ﹤0.01% 2546
2023
Q3 		$1.28M Buy
38,692
+15,676
+68% +$536K ﹤0.01% 2689
2023
Q2 		$779K Buy
23,016
+11,399
+98% +$364K ﹤0.01% 3061
2023
Q1 		$366K Buy
11,617
+4,578
+65% +$141K ﹤0.01% 3588
2022
Q4 		$209K Buy
+7,039
New +$207K ﹤0.01% 3943

Other funds holding ACVF

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's ACVF Position: Q2 2026 in Review

LPL Financial reduced its American Conservative Values ETF (ACVF) stake by 12% in Q2 2026, selling an estimated $1.09M and leaving 146,463 shares worth $7.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

LPL Financial first reported a position in ACVF in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.23M in Q3 2025. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • LPL Financial held 146,463 shares of American Conservative Values ETF worth $7.99M as of Q2 2026.
  • LPL Financial sold 20,813 American Conservative Values ETF shares in Q2 2026, an estimated $1.09M.
  • American Conservative Values ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2352 holding.
  • LPL Financial first reported a position in American Conservative Values ETF in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's American Conservative Values ETF position peaked at $8.23M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.