AWM
ACVU

AE Wealth Management’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

AE Wealth Management’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
2026
Q2 		$247K Hold
7,921
– – ﹤0.01% 1596
2026
Q1 		$215K Buy
+7,921
New +$222K ﹤0.01% 1569

Other funds holding ACVU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

AE Wealth Management's ACVU Position: Q2 2026 in Review

AE Wealth Management held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q2 2026 at 7,921 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

AE Wealth Management first reported a position in ACVU in Q1 2026 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

  • AE Wealth Management held 7,921 shares of Hartford Alpha Capture Value ETF worth $247K as of Q2 2026.
  • AE Wealth Management left its Hartford Alpha Capture Value ETF share count unchanged in Q2 2026.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1596 holding.
  • AE Wealth Management first reported a position in Hartford Alpha Capture Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.