IA
ACVU

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

IFP 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
2024
Q4 		– Sell
-937
Closed -$24.5K – 4653
2024
Q3 		$24.5K Buy
+937
New +$23.6K ﹤0.01% 2067

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 $377B AUM 19.32% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's ACVU Position: Q4 2024 in Review

IFP Advisors sold out of Hartford Alpha Capture Value ETF (ACVU) in Q4 2024, closing a stake of 937 shares — an estimated $24.5K sold.

IFP Advisors first reported a position in ACVU in Q3 2024 and held it in 1 quarter. The position peaked at $24.5K in Q3 2024. 19 funds tracked by Wall St. Rank hold ACVU as of Q4 2024.

  • IFP Advisors reported no remaining Hartford Alpha Capture Value ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 937 Hartford Alpha Capture Value ETF shares in Q4 2024, an estimated $24.5K.
  • IFP Advisors first reported a position in Hartford Alpha Capture Value ETF in Q3 2024 and held it in 1 quarter.
  • IFP Advisors's Hartford Alpha Capture Value ETF position peaked at $24.5K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.