Winch Advisory Services’s American Conservative Values ETF ACVF Stock Holding History

Winch Advisory Services’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 Q2	$238K	Buy	4,367 +4	+0.1%	+$209	0.05%	104
2026 Q1	$208K	Buy	4,363 +6	+0.1%	+$297	0.05%	99
2025 Q4	$215K	Buy	4,357 +5	+0.1%	+$246	0.05%	96
2025 Q3	$215K	Buy	4,352 +6	+0.1%	+$289	0.05%	98
2025 Q2	$205K	Buy	4,346 +6	+0.1%	+$263	0.05%	97
2025 Q1	$186K	Buy	4,340 +6	+0.1%	+$266	0.05%	94
2024 Q4	$189K	Buy	4,334 +6	+0.1%	+$268	0.05%	93
2024 Q3	$189K	Buy	4,328 +6	+0.1%	+$252	0.05%	93
2024 Q2	$178K	Buy	4,322 +5	+0.1%	+$199	0.05%	90
2024 Q1	$175K	Buy	4,317 +5	+0.1%	+$192	0.05%	87
2023 Q4	$157K	Buy	4,312 +12	+0.3%	+$410	0.05%	85
2023 Q3	$142K	Buy	4,300 +5	+0.1%	+$171	0.05%	87
2023 Q2	$145K	Buy	4,295 +615	+17%	+$19.7K	0.05%	86
2023 Q1	$116K	Buy	3,680 +3,310	+895%	+$102K	0.05%	94
2022 Q4	$11K	Buy	+370	New	+$10.9K	﹤0.01%	227

Other funds holding ACVF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Winch Advisory Services's ACVF Position: Q2 2026 in Review

Winch Advisory Services increased its American Conservative Values ETF (ACVF) stake by 0.09% in Q2 2026, buying an estimated $209 and bringing the position to 4,367 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #104.

Winch Advisory Services first reported a position in ACVF in Q4 2022 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold ACVF as of Q2 2026.

Winch Advisory Services held 4,367 shares of American Conservative Values ETF worth $238K as of Q2 2026.
Winch Advisory Services bought 4 American Conservative Values ETF shares in Q2 2026, an estimated $209.
American Conservative Values ETF made up 0.05% of Winch Advisory Services's portfolio in Q2 2026, its #104 holding.
Winch Advisory Services first reported a position in American Conservative Values ETF in Q4 2022 and has held it in 15 quarters since.
60 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.