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Principal Securities’s American Conservative Values ETF ACVF Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-601
Closed -$29.6K – 1373
2025
Q3 		$29.6K Sell
601
-9
-1% -$434 ﹤0.01% 2226
2025
Q2 		$28.8K Hold
610
– – ﹤0.01% 2150
2025
Q1 		$26.7K Hold
610
– – ﹤0.01% 2049
2024
Q4 		$26.7K Hold
610
– – ﹤0.01% 2044
2024
Q3 		$26.6K Hold
610
– – ﹤0.01% 1986
2024
Q2 		$25.2K Hold
610
– – ﹤0.01% 1950
2024
Q1 		$24.7K Hold
610
– – ﹤0.01% 1905
2023
Q4 		$22.3K Buy
+610
New +$20.9K ﹤0.01% 1870

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Principal Securities's ACVF Position: Q4 2025 in Review

Principal Securities sold out of American Conservative Values ETF (ACVF) in Q4 2025, closing a stake of 601 shares — an estimated $29.6K sold.

Principal Securities first reported a position in ACVF in Q4 2023 and held it in 8 quarters. The position peaked at $29.6K in Q3 2025. 48 funds tracked by Wall St. Rank hold ACVF as of Q4 2025.

  • Principal Securities reported no remaining American Conservative Values ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 601 American Conservative Values ETF shares in Q4 2025, an estimated $29.6K.
  • Principal Securities first reported a position in American Conservative Values ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's American Conservative Values ETF position peaked at $29.6K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.