EverSource Wealth Advisors’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

EverSource Wealth Advisors’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	$280K	Hold	8,962	–	–	0.01%	837
2026 Q1	$244K	Hold	8,962	–	–	0.01%	944
2025 Q4	$246K	Hold	8,962	–	–	0.01%	853
2025 Q3	$238K	Hold	8,962	–	–	0.01%	820
2025 Q2	$230K	Hold	8,962	–	–	0.01%	803
2025 Q1	$226K	Hold	8,962	–	–	0.01%	613
2024 Q4	$219K	Hold	8,962	–	–	0.01%	624
2024 Q3	$234K	Hold	8,962	–	–	0.01%	510
2024 Q2	$227K	Hold	8,962	–	–	0.02%	518
2024 Q1	$213K	Hold	8,962	–	–	0.02%	468
2023 Q4	$207K	Buy	+8,962	New	+$199K	0.02%	425

Other funds holding ACVU

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EverSource Wealth Advisors's ACVU Position: Q2 2026 in Review

EverSource Wealth Advisors held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q2 2026 at 8,962 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #837.

EverSource Wealth Advisors first reported a position in ACVU in Q4 2023 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

EverSource Wealth Advisors held 8,962 shares of Hartford Alpha Capture Value ETF worth $280K as of Q2 2026.
EverSource Wealth Advisors left its Hartford Alpha Capture Value ETF share count unchanged in Q2 2026.
Hartford Alpha Capture Value ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #837 holding.
EverSource Wealth Advisors first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 11 quarters since.
32 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.