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Steward Partners Investment Advisory’s American Conservative Values ETF ACVF Stock Holding History

Steward Partners Investment Advisory’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 		$11.7K Hold
245
– – ﹤0.01% 3487
2025
Q4 		$12.1K Hold
245
– – ﹤0.01% 3367
2025
Q3 		$12.1K Buy
+245
New +$11.8K ﹤0.01% 3324
2022
Q1 		– Sell
-200
Closed -$7K – 3267
2021
Q4 		$7K Hold
200
– – ﹤0.01% 2705
2021
Q3 		$6K Buy
+200
New +$6.54K ﹤0.01% 2738

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 $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's ACVF Position: Q1 2026 in Review

Steward Partners Investment Advisory held its American Conservative Values ETF (ACVF) position steady in Q1 2026 at 245 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Steward Partners Investment Advisory first reported a position in ACVF in Q3 2021 and has held it in 5 quarters since. The position peaked at $12.1K in Q4 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Steward Partners Investment Advisory held 245 shares of American Conservative Values ETF worth $11.7K as of Q1 2026.
  • Steward Partners Investment Advisory left its American Conservative Values ETF share count unchanged in Q1 2026.
  • American Conservative Values ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3487 holding.
  • Steward Partners Investment Advisory first reported a position in American Conservative Values ETF in Q3 2021 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's American Conservative Values ETF position peaked at $12.1K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.