Corient Private Wealth
ACVU

Corient Private Wealth’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Corient Private Wealth’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 		$1.98M Sell
72,692
-72,692
-50% -$2.04M ﹤0.01% 1274
2025
Q4 		$3.98M Buy
145,384
+30,275
+26% +$820K ﹤0.01% 1167
2025
Q3 		$3.06M Buy
+115,109
New +$2.96M ﹤0.01% 892

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
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
Susquehanna International Group
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Corient Private Wealth's ACVU Position: Q1 2026 in Review

Corient Private Wealth reduced its Hartford Alpha Capture Value ETF (ACVU) stake by 50% in Q1 2026, selling an estimated $2.04M and leaving 72,692 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Corient Private Wealth first reported a position in ACVU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.98M in Q4 2025. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

  • Corient Private Wealth held 72,692 shares of Hartford Alpha Capture Value ETF worth $1.98M as of Q1 2026.
  • Corient Private Wealth sold 72,692 Hartford Alpha Capture Value ETF shares in Q1 2026, an estimated $2.04M.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1274 holding.
  • Corient Private Wealth first reported a position in Hartford Alpha Capture Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Hartford Alpha Capture Value ETF position peaked at $3.98M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.