McCollum Christoferson Group’s American Conservative Values ETF ACVF Stock Holding History

McCollum Christoferson 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 Q2	$549K	Buy	10,060 +1,240	+14%	+$64.8K	0.16%	55
2026 Q1	$420K	Sell	8,820 -600	-6%	-$29.7K	0.13%	58
2025 Q4	$465K	Buy	9,420 +1,050	+13%	+$51.6K	0.13%	55
2025 Q3	$413K	Hold	8,370	–	–	0.12%	57
2025 Q2	$395K	Sell	8,370 -830	-9%	-$36.4K	0.12%	50
2025 Q1	$394K	Hold	9,200	–	–	0.12%	53
2024 Q4	$402K	Hold	9,200	–	–	0.12%	50
2024 Q3	$402K	Hold	9,200	–	–	0.12%	51
2024 Q2	$380K	Hold	9,200	–	–	0.11%	54
2024 Q1	$372K	Hold	9,200	–	–	0.11%	50
2023 Q4	$336K	Hold	9,200	–	–	0.1%	49
2023 Q3	$304K	Hold	9,200	–	–	0.09%	54
2023 Q2	$311K	Hold	9,200	–	–	0.09%	55
2023 Q1	$290K	Hold	9,200	–	–	0.09%	54
2022 Q4	$274K	Hold	9,200	–	–	0.09%	54
2022 Q3	$248K	Hold	9,200	–	–	0.08%	55
2022 Q2	$263K	Hold	9,200	–	–	0.08%	54
2022 Q1	$312K	Hold	9,200	–	–	0.08%	59
2021 Q4	$328K	Hold	9,200	–	–	0.07%	59
2021 Q3	$294K	Hold	9,200	–	–	0.07%	59
2021 Q2	$294K	Buy	+9,200	New	+$286K	0.07%	59

Other funds holding ACVF

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

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 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

McCollum Christoferson Group's ACVF Position: Q2 2026 in Review

McCollum Christoferson Group increased its American Conservative Values ETF (ACVF) stake by 14% in Q2 2026, buying an estimated $64.8K and bringing the position to 10,060 shares worth $549K. The position accounts for 0.16% of the portfolio, ranked #55.

McCollum Christoferson Group first reported a position in ACVF in Q2 2021 and has held it in 21 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

McCollum Christoferson Group held 10,060 shares of American Conservative Values ETF worth $549K as of Q2 2026.
McCollum Christoferson Group bought 1,240 American Conservative Values ETF shares in Q2 2026, an estimated $64.8K.
American Conservative Values ETF made up 0.16% of McCollum Christoferson Group's portfolio in Q2 2026, its #55 holding.
McCollum Christoferson Group first reported a position in American Conservative Values ETF in Q2 2021 and has held it in 21 quarters since.
60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.