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

Merit 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 Q2	$325K	Buy	5,951 +7	+0.1%	+$366	﹤0.01%	1770
2026 Q1	$283K	Buy	5,944 +9	+0.2%	+$446	﹤0.01%	1692
2025 Q4	$293K	Buy	5,935 +8	+0.1%	+$394	﹤0.01%	1571
2025 Q3	$292K	Buy	5,927 +9	+0.2%	+$434	﹤0.01%	1475
2025 Q2	$279K	Buy	5,918 +10	+0.2%	+$438	﹤0.01%	1379
2025 Q1	$253K	Buy	5,908 +10	+0.2%	+$443	﹤0.01%	1193
2024 Q4	$258K	Buy	5,898 +9	+0.2%	+$402	﹤0.01%	984
2024 Q3	$257K	Buy	5,889 +9	+0.2%	+$378	0.01%	711
2024 Q2	$243K	Hold	5,880	–	–	0.01%	792
2024 Q1	$228K	Hold	5,880	–	–	0.01%	786
2023 Q4	$215K	Buy	+5,880	New	+$201K	0.01%	711

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

Merit Financial Group's ACVF Position: Q2 2026 in Review

Merit Financial Group increased its American Conservative Values ETF (ACVF) stake by 0.12% in Q2 2026, buying an estimated $366 and bringing the position to 5,951 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Merit Financial Group first reported a position in ACVF in Q4 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

Merit Financial Group held 5,951 shares of American Conservative Values ETF worth $325K as of Q2 2026.
Merit Financial Group bought 7 American Conservative Values ETF shares in Q2 2026, an estimated $366.
American Conservative Values ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1770 holding.
Merit Financial Group first reported a position in American Conservative Values ETF in Q4 2023 and has held it in 11 quarters since.
60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.