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Sugarloaf Wealth Management’s American Conservative Values ETF ACVF Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$21.9K Hold
500
– – ﹤0.01% 392
2024
Q3 		$21.8K Hold
500
– – ﹤0.01% 404
2024
Q2 		$20.6K Hold
500
– – ﹤0.01% 392
2024
Q1 		$20.2K Buy
+500
New +$19.2K ﹤0.01% 399

Other funds holding ACVF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Sugarloaf Wealth Management's ACVF Position: Q4 2024 in Review

Sugarloaf Wealth Management held its American Conservative Values ETF (ACVF) position steady in Q4 2024 at 500 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Sugarloaf Wealth Management first reported a position in ACVF in Q1 2024 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold ACVF as of Q4 2024.

  • Sugarloaf Wealth Management held 500 shares of American Conservative Values ETF worth $21.9K as of Q4 2024.
  • Sugarloaf Wealth Management left its American Conservative Values ETF share count unchanged in Q4 2024.
  • American Conservative Values ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #392 holding.
  • Sugarloaf Wealth Management first reported a position in American Conservative Values ETF in Q1 2024 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.