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Regal Investment Advisors’s American Conservative Values ETF ACVF Stock Holding History

Regal Investment Advisors’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 		$446K Sell
8,186
-1,962
-19% -$103K 0.02% 488
2026
Q1 		$483K Hold
10,148
– – 0.03% 437
2025
Q4 		$501K Buy
+10,148
New +$499K 0.03% 424

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

Regal Investment Advisors's ACVF Position: Q2 2026 in Review

Regal Investment Advisors reduced its American Conservative Values ETF (ACVF) stake by 19% in Q2 2026, selling an estimated $103K and leaving 8,186 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #488.

Regal Investment Advisors first reported a position in ACVF in Q4 2025 and has held it in 3 quarters since. The position peaked at $501K in Q4 2025. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • Regal Investment Advisors held 8,186 shares of American Conservative Values ETF worth $446K as of Q2 2026.
  • Regal Investment Advisors sold 1,962 American Conservative Values ETF shares in Q2 2026, an estimated $103K.
  • American Conservative Values ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #488 holding.
  • Regal Investment Advisors first reported a position in American Conservative Values ETF in Q4 2025 and has held it in 3 quarters since.
  • Regal Investment Advisors's American Conservative Values ETF position peaked at $501K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.