WR Wealth Planners’s American Conservative Values ETF ACVF Stock Holding History

WR Wealth Planners’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
2024 Q4	$24K	Hold	550	–	–	0.01%	431
2024 Q3	$24K	Hold	550	–	–	0.01%	453
2024 Q2	$22.7K	Hold	550	–	–	0.01%	425
2024 Q1	$22.3K	Buy	+550	New	+$21.1K	0.01%	434
2023 Q4	–	Sell	-350	Closed	-$11.6K	–	194
2023 Q3	$11.6K	Hold	350	–	–	﹤0.01%	520
2023 Q2	$11.8K	Hold	350	–	–	﹤0.01%	524
2023 Q1	$11K	Buy	+350	New	+$10.8K	﹤0.01%	526

Other funds holding ACVF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BCM

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

EMAM

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

WR Wealth Planners's ACVF Position: Q4 2024 in Review

WR Wealth Planners held its American Conservative Values ETF (ACVF) position steady in Q4 2024 at 550 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #431.

WR Wealth Planners first reported a position in ACVF in Q1 2023 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold ACVF as of Q4 2024.

WR Wealth Planners held 550 shares of American Conservative Values ETF worth $24K as of Q4 2024.
WR Wealth Planners left its American Conservative Values ETF share count unchanged in Q4 2024.
American Conservative Values ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #431 holding.
WR Wealth Planners first reported a position in American Conservative Values ETF in Q1 2023 and has held it in 7 quarters since.
44 funds tracked by Wall St. Rank held American Conservative Values ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.