RWM
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RMG Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

RMG Wealth Management’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 		$97.1K Sell
1,716
-36
-2% -$1.88K 0.01% 117
2026
Q1 		$92.2K Buy
+1,752
New +$86.7K 0.01% 125
2025
Q4 		– Sell
-1,762
Closed -$87K – 417
2025
Q3 		$87K Hold
1,762
– – 0.01% 102
2025
Q2 		$84K Buy
+1,762
New +$77.2K 0.01% 95

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

RMG Wealth Management's ACVF Position: Q2 2026 in Review

RMG Wealth Management reduced its American Conservative Values ETF (ACVF) stake by 2.1% in Q2 2026, selling an estimated $1.88K and leaving 1,716 shares worth $97.1K. The position accounts for 0.01% of the portfolio, ranked #117.

RMG Wealth Management first reported a position in ACVF in Q2 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

  • RMG Wealth Management held 1,716 shares of American Conservative Values ETF worth $97.1K as of Q2 2026.
  • RMG Wealth Management sold 36 American Conservative Values ETF shares in Q2 2026, an estimated $1.88K.
  • American Conservative Values ETF made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #117 holding.
  • RMG Wealth Management first reported a position in American Conservative Values ETF in Q2 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.