ARC
ACVU

Advisor Resource Council’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Advisor Resource Council’s Portfolio ACVU Stock Details ACVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,360
Closed -$261K – 486
2025
Q1 		$261K Buy
+10,360
New +$261K 0.02% 495
2024
Q1 		– Sell
-10,360
Closed -$239K – 450
2023
Q4 		$239K Buy
+10,360
New +$230K 0.03% 405

Other funds holding ACVU

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Advisor Resource Council's ACVU Position: Q2 2025 in Review

Advisor Resource Council sold out of Hartford Alpha Capture Value ETF (ACVU) in Q2 2025, closing a stake of 10,360 shares — an estimated $261K sold.

Advisor Resource Council first reported a position in ACVU in Q4 2023 and held it in 2 quarters. The position peaked at $261K in Q1 2025. 21 funds tracked by Wall St. Rank hold ACVU as of Q2 2025.

  • Advisor Resource Council reported no remaining Hartford Alpha Capture Value ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 10,360 Hartford Alpha Capture Value ETF shares in Q2 2025, an estimated $261K.
  • Advisor Resource Council first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Hartford Alpha Capture Value ETF position peaked at $261K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.