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Waverly Advisors’s American Conservative Values ETF ACVF Stock Holding History

Waverly 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
2026
Q1 		$290K Buy
6,093
+9
+0.1% +$446 ﹤0.01% 1313
2025
Q4 		$300K Buy
6,084
+9
+0.1% +$443 ﹤0.01% 1203
2025
Q3 		$300K Buy
6,075
+9
+0.1% +$434 ﹤0.01% 1041
2025
Q2 		$286K Buy
6,066
+10
+0.2% +$438 ﹤0.01% 987
2025
Q1 		$259K Buy
6,056
+10
+0.2% +$443 ﹤0.01% 974
2024
Q4 		$264K Buy
6,046
+9
+0.1% +$402 ﹤0.01% 859
2024
Q3 		$263K Buy
6,037
+10
+0.2% +$420 ﹤0.01% 714
2024
Q2 		$249K Buy
6,027
+8
+0.1% +$319 ﹤0.01% 711
2024
Q1 		$244K Buy
+6,019
New +$231K 0.01% 613

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
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

Waverly Advisors's ACVF Position: Q1 2026 in Review

Waverly Advisors increased its American Conservative Values ETF (ACVF) stake by 0.15% in Q1 2026, buying an estimated $446 and bringing the position to 6,093 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Waverly Advisors first reported a position in ACVF in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2025. 54 funds tracked by Wall St. Rank hold ACVF as of Q1 2026.

  • Waverly Advisors held 6,093 shares of American Conservative Values ETF worth $290K as of Q1 2026.
  • Waverly Advisors bought 9 American Conservative Values ETF shares in Q1 2026, an estimated $446.
  • American Conservative Values ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1313 holding.
  • Waverly Advisors first reported a position in American Conservative Values ETF in Q1 2024 and has held it in 9 quarters since.
  • Waverly Advisors's American Conservative Values ETF position peaked at $300K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.