WIM
ACVF icon

WealthPlan Investment Management’s American Conservative Values ETF ACVF Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-196
Closed -$6.63K – 168
2023
Q2 		$6.63K Hold
196
– – ﹤0.01% 287
2023
Q1 		$6.18K Buy
+196
New +$6.04K ﹤0.01% 353

Other funds holding ACVF

W
WorthPointe La Jolla, California $369M AUM 18.78% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPlan Investment Management's ACVF Position: Q3 2023 in Review

WealthPlan Investment Management sold out of American Conservative Values ETF (ACVF) in Q3 2023, closing a stake of 196 shares — an estimated $6.63K sold.

WealthPlan Investment Management first reported a position in ACVF in Q1 2023 and held it in 2 quarters. The position peaked at $6.63K in Q2 2023. 28 funds tracked by Wall St. Rank hold ACVF as of Q3 2023.

  • WealthPlan Investment Management reported no remaining American Conservative Values ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 196 American Conservative Values ETF shares in Q3 2023, an estimated $6.63K.
  • WealthPlan Investment Management first reported a position in American Conservative Values ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's American Conservative Values ETF position peaked at $6.63K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.