Carson Wealth (CWM LLC)’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$43.3K	Hold	1,594	–	–	﹤0.01%	3916
2025 Q4	$44K	Hold	1,594	–	–	﹤0.01%	3698
2025 Q3	$42K	Buy	1,594 +1,231	+339%	+$31.7K	﹤0.01%	3663
2025 Q2	$9K	Hold	363	–	–	﹤0.01%	4368
2025 Q1	$9K	Hold	363	–	–	﹤0.01%	4177
2024 Q4	$9K	Hold	363	–	–	﹤0.01%	3945
2024 Q3	$9K	Hold	363	–	–	﹤0.01%	3850
2024 Q2	$9K	Hold	363	–	–	﹤0.01%	3623
2024 Q1	$9K	Hold	363	–	–	﹤0.01%	3415
2023 Q4	$8K	Buy	+363	New	+$8.05K	﹤0.01%	3300

Other funds holding ACVU

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACVU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q1 2026 at 1,594 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Carson Wealth (CWM LLC) first reported a position in ACVU in Q4 2023 and has held it in 10 quarters since. The position peaked at $44K in Q4 2025. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

Carson Wealth (CWM LLC) held 1,594 shares of Hartford Alpha Capture Value ETF worth $43.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Hartford Alpha Capture Value ETF share count unchanged in Q1 2026.
Hartford Alpha Capture Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3916 holding.
Carson Wealth (CWM LLC) first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Hartford Alpha Capture Value ETF position peaked at $44K in Q4 2025.
29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.