BC
ACVU

Bowman & Company’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Bowman & Company’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
Q4 		$234K Sell
8,525
-547
-6% -$14.8K 0.1% 112
2025
Q3 		$241K Sell
9,072
-34
-0.4% -$875 0.1% 107
2025
Q2 		$234K Hold
9,106
– – 0.1% 106
2025
Q1 		$229K Sell
9,106
-4,702
-34% -$118K 0.11% 104
2024
Q4 		$337K Sell
13,808
-2,803
-17% -$73.2K 0.17% 85
2024
Q3 		$434K Sell
16,611
-478
-3% -$12.1K 0.23% 78
2024
Q2 		$418K Sell
17,089
-5,812
-25% -$141K 0.24% 75
2024
Q1 		$562K Sell
22,901
-16,832
-42% -$393K 0.34% 69
2023
Q4 		$917K Buy
+39,733
New +$881K 0.64% 47

Other funds holding ACVU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 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 $71.9B AUM 28.03% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Bowman & Company's ACVU Position: Q4 2025 in Review

Bowman & Company reduced its Hartford Alpha Capture Value ETF (ACVU) stake by 6% in Q4 2025, selling an estimated $14.8K and leaving 8,525 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #112.

Bowman & Company first reported a position in ACVU in Q4 2023 and has held it in 9 quarters since. The position peaked at $917K in Q4 2023. 24 funds tracked by Wall St. Rank hold ACVU as of Q4 2025.

  • Bowman & Company held 8,525 shares of Hartford Alpha Capture Value ETF worth $234K as of Q4 2025.
  • Bowman & Company sold 547 Hartford Alpha Capture Value ETF shares in Q4 2025, an estimated $14.8K.
  • Hartford Alpha Capture Value ETF made up 0.1% of Bowman & Company's portfolio in Q4 2025, its #112 holding.
  • Bowman & Company first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 9 quarters since.
  • Bowman & Company's Hartford Alpha Capture Value ETF position peaked at $917K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2025.

Based on Bowman & Company's 13F filing for Q4 2025, filed 23 Jan 2026.