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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
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 $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
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

RMG Wealth Management's ACVF Position: Q1 2026 in Review

RMG Wealth Management opened a new position in American Conservative Values ETF (ACVF) in Q1 2026: 1,752 shares worth $92.2K. The stake represents 0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in ACVF as recently as Q3 2025.

RMG Wealth Management first reported a position in ACVF in Q2 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • RMG Wealth Management held 1,752 shares of American Conservative Values ETF worth $92.2K as of Q1 2026.
  • American Conservative Values ETF was a new RMG Wealth Management position in Q1 2026.
  • American Conservative Values ETF made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #125 holding.
  • RMG Wealth Management first reported a position in American Conservative Values ETF in Q2 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.