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BFC Planning, Inc.’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

BFC Planning, 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
Q4 		– Sell
-2,546
Closed -$66.6K – 2681
2024
Q3 		$66.6K Buy
+2,546
New +$64.2K 0.01% 1012

Other funds holding ACVU

MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
James T. Borello
James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

BFC Planning, Inc.'s ACVU Position: Q4 2024 in Review

BFC Planning, Inc. sold out of Hartford Alpha Capture Value ETF (ACVU) in Q4 2024, closing a stake of 2,546 shares — an estimated $66.6K sold.

BFC Planning, Inc. first reported a position in ACVU in Q3 2024 and held it in 1 quarter. The position peaked at $66.6K in Q3 2024. 20 funds tracked by Wall St. Rank hold ACVU as of Q4 2024.

  • BFC Planning, Inc. reported no remaining Hartford Alpha Capture Value ETF position as of Q4 2024 after selling out during the quarter.
  • BFC Planning, Inc. sold 2,546 Hartford Alpha Capture Value ETF shares in Q4 2024, an estimated $66.6K.
  • BFC Planning, Inc. first reported a position in Hartford Alpha Capture Value ETF in Q3 2024 and held it in 1 quarter.
  • BFC Planning, Inc.'s Hartford Alpha Capture Value ETF position peaked at $66.6K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2024.

Based on BFC Planning, Inc.'s 13F filing for Q4 2024, filed 29 Oct 2026.