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Money Concepts Capital’s American Conservative Values ETF ACVF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-50
Closed -$1.49K – 483
2022
Q4 		$1.49K Buy
+50
New +$1.47K ﹤0.01% 2785
2022
Q2 		– Sell
-50
Closed -$2K – 1441
2022
Q1 		$2K Buy
+50
New +$1.67K ﹤0.01% 2416

Other funds holding ACVF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Money Concepts Capital's ACVF Position: Q1 2023 in Review

Money Concepts Capital sold out of American Conservative Values ETF (ACVF) in Q1 2023, closing a stake of 50 shares — an estimated $1.49K sold.

Money Concepts Capital first reported a position in ACVF in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 20 funds tracked by Wall St. Rank hold ACVF as of Q1 2023.

  • Money Concepts Capital reported no remaining American Conservative Values ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 50 American Conservative Values ETF shares in Q1 2023, an estimated $1.49K.
  • Money Concepts Capital first reported a position in American Conservative Values ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's American Conservative Values ETF position peaked at $2K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.