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Regatta Research & Money Management’s American Conservative Values ETF ACVF Stock Holding History

Regatta Research & Money Management’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 		$52.8K Buy
+969
New +$50.7K 0.05% 250

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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

Regatta Research & Money Management's ACVF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in American Conservative Values ETF (ACVF) in Q2 2026: 969 shares worth $52.8K. The stake represents 0.05% of the portfolio and ranks #250 among its holdings.

46 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Regatta Research & Money Management held 969 shares of American Conservative Values ETF worth $52.8K as of Q2 2026.
  • American Conservative Values ETF was a new Regatta Research & Money Management position in Q2 2026.
  • American Conservative Values ETF made up 0.05% of Regatta Research & Money Management's portfolio in Q2 2026, its #250 holding.
  • 46 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.