Simplex Trading
ACVF icon

Simplex Trading’s American Conservative Values ETF ACVF Stock Holding History

Simplex Trading’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
Q3 		$3M Sell
364,400
-1,125,100
-76% -$61.6M ﹤0.01% 1603
2026
Q2 		$6M Buy
1,489,500
+592,400
+66% +$31M ﹤0.01% 1081
2026
Q1 		$5.01M Buy
897,100
+15,400
+2% +$762K ﹤0.01% 1107
2025
Q4 		$8.45M Sell
881,700
-628,100
-42% -$30.9M ﹤0.01% 949
2025
Q3 		$11.1M Buy
1,509,800
+409,500
+37% +$19.7M 0.01% 899
2025
Q2 		$11.7M Sell
1,100,300
-1,041,700
-49% -$45.7M 0.01% 797
2025
Q1 		$15.6M Sell
2,142,000
-1,096,900
-34% -$48.6M 0.01% 640
2024
Q4 		$38M Buy
3,238,900
+3,062,000
+1,731% +$137M 0.02% 387
2024
Q3 		$2.84M Buy
176,900
+134,400
+316% +$5.64M ﹤0.01% 1971
2024
Q2 		$5.78M Sell
42,500
-20,800
-33% -$829K ﹤0.01% 1352
2024
Q1 		$3.8M Buy
63,300
+55,100
+672% +$2.11M ﹤0.01% 1823
2023
Q4 		$203K Buy
+8,200
New +$280K ﹤0.01% 4669

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return