FMII
ACVU

Farmers & Merchants Investments Inc’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Farmers & Merchants Investments Inc’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
2024
Q2 		– Sell
-11,223
Closed -$275K – 1806
2024
Q1 		$275K Buy
+11,223
New +$262K 0.01% 270

Other funds holding ACVU

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Farmers & Merchants Investments Inc's ACVU Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of Hartford Alpha Capture Value ETF (ACVU) in Q2 2024, closing a stake of 11,223 shares — an estimated $275K sold.

Farmers & Merchants Investments Inc first reported a position in ACVU in Q1 2024 and held it in 1 quarter. The position peaked at $275K in Q1 2024. 19 funds tracked by Wall St. Rank hold ACVU as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining Hartford Alpha Capture Value ETF position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 11,223 Hartford Alpha Capture Value ETF shares in Q2 2024, an estimated $275K.
  • Farmers & Merchants Investments Inc first reported a position in Hartford Alpha Capture Value ETF in Q1 2024 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Hartford Alpha Capture Value ETF position peaked at $275K in Q1 2024.
  • 19 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.