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Tanglewood Legacy Advisors’s American Conservative Values ETF ACVF Stock Holding History

Tanglewood Legacy Advisors’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
Q4 		– Sell
-170
Closed -$8.38K – 268
2025
Q3 		$8.38K Hold
170
– – ﹤0.01% 237
2025
Q2 		$8.02K Sell
170
-110
-39% -$4.82K ﹤0.01% 249
2025
Q1 		$12K Hold
280
– – 0.01% 243
2024
Q4 		$12.2K Hold
280
– – 0.01% 243
2024
Q3 		$12.2K Hold
280
– – 0.01% 230
2024
Q2 		$11.6K Hold
280
– – 0.01% 234
2024
Q1 		$11.3K Sell
280
-165
-37% -$6.33K 0.01% 245
2023
Q4 		$16.2K Hold
445
– – 0.01% 222
2023
Q3 		$14.7K Buy
+445
New +$15.2K 0.01% 234

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 $71.6B AUM 21.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
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

Tanglewood Legacy Advisors's ACVF Position: Q4 2025 in Review

Tanglewood Legacy Advisors sold out of American Conservative Values ETF (ACVF) in Q4 2025, closing a stake of 170 shares — an estimated $8.38K sold.

Tanglewood Legacy Advisors first reported a position in ACVF in Q3 2023 and held it in 9 quarters. The position peaked at $16.2K in Q4 2023. 48 funds tracked by Wall St. Rank hold ACVF as of Q4 2025.

  • Tanglewood Legacy Advisors reported no remaining American Conservative Values ETF position as of Q4 2025 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 170 American Conservative Values ETF shares in Q4 2025, an estimated $8.38K.
  • Tanglewood Legacy Advisors first reported a position in American Conservative Values ETF in Q3 2023 and held it in 9 quarters.
  • Tanglewood Legacy Advisors's American Conservative Values ETF position peaked at $16.2K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2025.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.