William Mack & Associates’s American Conservative Values ETF ACVF Stock Holding History

William Mack & 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
2026 Q3	$13.3K	Buy	+245	New	+$13.4K	﹤0.01%	375

Other funds holding ACVF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $687M AUM 13.92% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

William Mack & Associates's ACVF Position: Q3 2026 in Review

William Mack & Associates opened a new position in American Conservative Values ETF (ACVF) in Q3 2026: 245 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings.

56 funds tracked by Wall St. Rank hold ACVF as of Q3 2026.

William Mack & Associates held 245 shares of American Conservative Values ETF worth $13.3K as of Q3 2026.
American Conservative Values ETF was a new William Mack & Associates position in Q3 2026.
American Conservative Values ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #375 holding.
56 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.