ACVF — ETFS AMERICAN CONSERVATIVE VALUES ETF

Ownership history in Winch Advisory Services, LLC  ·  13 quarters on record

AI Ownership Summary

Winch Advisory Services, LLC reported ETFS AMERICAN CONSERVATIVE VALUES ETF (ACVF) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows ACVF at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACVF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winch Advisory Services, LLC's position in ETFS AMERICAN CONSERVATIVE VALUES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACVF was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACVF stock page Winch Advisory Services, LLC fund profile Winch Advisory Services, LLC full holdings
How Winch Advisory Services, LLC held ACVF — position size vs. price
% of Fund (quarterly)    ACVF price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,357 +5 +0.1% 0.05% $215K 2026-02-14 (Est.) $49.84
2025 Q3 ADDED 4,352 +6 +0.1% 0.05% $215K 2025-11-12 $49.28
2025 Q2 ADDED 4,346 +6 +0.1% 0.05% $205K 2025-08-07 $47.41
2025 Q1 ADDED 4,340 +6 +0.1% 0.05% $186K 2025-05-06 $42.82
2024 Q4 ADDED 4,334 +6 +0.1% 0.05% $189K 2025-01-14 $43.38
2024 Q3 ADDED 4,328 +6 +0.1% 0.05% $189K 2024-10-21 $44.01
2024 Q2 ADDED 4,322 +5 +0.1% 0.05% $178K 2024-07-31 $41.38
2024 Q1 ADDED 4,317 +5 +0.1% 0.05% $175K 2024-05-14 $39.26
2023 Q4 ADDED 4,312 +12 +0.3% 0.05% $157K 2024-01-18 $36.19
2023 Q3 ADDED 4,300 +5 +0.1% 0.05% $142K 2023-11-06 $32.91
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACVF

As of 2025 Q4 — sorted by position size

WorthPointe, LLC 3Y 1.24% TopTier Wealth Management, LLC 1.04% Encompass More Asset Management 0.37% Fairman Group, LLC 0.2% Ceeto Capital Group, LLC 3Y 7Y 0.16% McCollum Christoferson Group LLC 3Y 7Y 0.13% Clear Creek Financial Management, LLC 3Y 0.05% Great Waters Wealth Management 3Y 0.04% Regal Investment Advisors LLC 3Y 7Y 0.03% VERUS CAPITAL PARTNERS, LLC 3Y 0.02%

FAQ About Winch Advisory Services, LLC and ACVF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Winch Advisory Services, LLC reported owning ACVF?

Winch Advisory Services, LLC reported ACVF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ACVF position in Winch Advisory Services, LLC's portfolio?

The largest reported portfolio weight for ACVF was 0.05% in 2024 Q1.

What is the latest reported ACVF position on this page?

The most recent filing on this page is 2025 Q4, when Winch Advisory Services, LLC reported 4,357 shares, equal to 0.05% of portfolio, with an estimated market value of $215K.

What does the chart on this ACVF ownership page compare?

The chart compares Winch Advisory Services, LLC's quarterly ACVF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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