OneAscent Financial Services’s American Conservative Values ETF ACVF Stock Holding History

OneAscent Financial Services’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 Q3	$2.08M	Buy	+38,293	New	+$2.1M	0.13%	138

Other funds holding ACVF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

OneAscent Financial Services's ACVF Position: Q3 2026 in Review

OneAscent Financial Services opened a new position in American Conservative Values ETF (ACVF) in Q3 2026: 38,293 shares worth $2.08M. The stake represents 0.13% of the portfolio and ranks #138 among its holdings.

42 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

OneAscent Financial Services held 38,293 shares of American Conservative Values ETF worth $2.08M as of Q3 2026.
American Conservative Values ETF was a new OneAscent Financial Services position in Q3 2026.
American Conservative Values ETF made up 0.13% of OneAscent Financial Services's portfolio in Q3 2026, its #138 holding.
42 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.