Stifel Financial
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Stifel Financial’s American Conservative Values ETF ACVF Stock Holding History

Stifel Financial’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
2023
Q4 		– Sell
-11,188
Closed -$370K – 3310
2023
Q3 		$370K Buy
+11,188
New +$382K ﹤0.01% 2665

Other funds holding ACVF

W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Stifel Financial's ACVF Position: Q4 2023 in Review

Stifel Financial sold out of American Conservative Values ETF (ACVF) in Q4 2023, closing a stake of 11,188 shares — an estimated $370K sold.

Stifel Financial first reported a position in ACVF in Q3 2023 and held it in 1 quarter. The position peaked at $370K in Q3 2023. 34 funds tracked by Wall St. Rank hold ACVF as of Q4 2023.

  • Stifel Financial reported no remaining American Conservative Values ETF position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 11,188 American Conservative Values ETF shares in Q4 2023, an estimated $370K.
  • Stifel Financial first reported a position in American Conservative Values ETF in Q3 2023 and held it in 1 quarter.
  • Stifel Financial's American Conservative Values ETF position peaked at $370K in Q3 2023.
  • 34 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.