GRP
ACVU

Global Retirement Partners’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Global Retirement Partners’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
2025
Q4 		$57.3K Buy
2,092
+40
+2% +$1.08K ﹤0.01% 2272
2025
Q3 		$54.5K Hold
2,052
– – ﹤0.01% 1842
2025
Q2 		$52.7K Buy
+2,052
New +$50.5K ﹤0.01% 1745
2024
Q4 		$50.1K Buy
2,052
+76
+4% +$1.99K ﹤0.01% 1614
2024
Q3 		$51.7K Hold
1,976
– – ﹤0.01% 1543
2024
Q2 		$48.3K Hold
1,976
– – ﹤0.01% 1553
2024
Q1 		$48.5K Hold
1,976
– – ﹤0.01% 1430
2023
Q4 		$44.9K Buy
+1,976
New +$43.8K ﹤0.01% 1424

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Global Retirement Partners's ACVU Position: Q4 2025 in Review

Global Retirement Partners increased its Hartford Alpha Capture Value ETF (ACVU) stake by 1.9% in Q4 2025, buying an estimated $1.08K and bringing the position to 2,092 shares worth $57.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

Global Retirement Partners first reported a position in ACVU in Q4 2023 and has held it in 8 quarters since. 24 funds tracked by Wall St. Rank hold ACVU as of Q4 2025.

  • Global Retirement Partners held 2,092 shares of Hartford Alpha Capture Value ETF worth $57.3K as of Q4 2025.
  • Global Retirement Partners bought 40 Hartford Alpha Capture Value ETF shares in Q4 2025, an estimated $1.08K.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2272 holding.
  • Global Retirement Partners first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 24 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.