Simplicity Wealth’s American Conservative Values ETF ACVF Stock Holding History

Simplicity Wealth’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	$783K	Buy	+14,390	New	+$788K	0.02%	541

Other funds holding ACVF

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Simplicity Wealth's ACVF Position: Q3 2026 in Review

Simplicity Wealth opened a new position in American Conservative Values ETF (ACVF) in Q3 2026: 14,390 shares worth $783K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings.

16 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

Simplicity Wealth held 14,390 shares of American Conservative Values ETF worth $783K as of Q3 2026.
American Conservative Values ETF was a new Simplicity Wealth position in Q3 2026.
American Conservative Values ETF made up 0.02% of Simplicity Wealth's portfolio in Q3 2026, its #541 holding.
16 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.