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Stuart Chaussee & Associates’s American Conservative Values ETF ACVF Stock Holding History

Stuart Chaussee & Associates’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
2025
Q2 		– Sell
-2,000
Closed -$85.6K – 181
2025
Q1 		$85.6K Hold
2,000
– – 0.02% 59
2024
Q4 		$87.4K Buy
+2,000
New +$89.3K 0.02% 57

Other funds holding ACVF

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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stuart Chaussee & Associates's ACVF Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of American Conservative Values ETF (ACVF) in Q2 2025, closing a stake of 2,000 shares — an estimated $85.6K sold.

Stuart Chaussee & Associates first reported a position in ACVF in Q4 2024 and held it in 2 quarters. The position peaked at $87.4K in Q4 2024. 48 funds tracked by Wall St. Rank hold ACVF as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining American Conservative Values ETF position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 2,000 American Conservative Values ETF shares in Q2 2025, an estimated $85.6K.
  • Stuart Chaussee & Associates first reported a position in American Conservative Values ETF in Q4 2024 and held it in 2 quarters.
  • Stuart Chaussee & Associates's American Conservative Values ETF position peaked at $87.4K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.