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
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 $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