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

Plan Group Financial’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 		$234K Buy
+4,283
New +$224K 0.05% 215

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
Morgan Stanley
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

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

Plan Group Financial opened a new position in American Conservative Values ETF (ACVF) in Q2 2026: 4,283 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

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

  • Plan Group Financial held 4,283 shares of American Conservative Values ETF worth $234K as of Q2 2026.
  • American Conservative Values ETF was a new Plan Group Financial position in Q2 2026.
  • American Conservative Values ETF made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #215 holding.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.