James T. Borello
ACVU icon

James T. Borello’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

James T. Borello’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
Q3 		$17.9K Hold
575
– – ﹤0.01% 452
2026
Q2 		$17.9K Sell
575
-1,337
-70% -$39.7K ﹤0.01% 443
2026
Q1 		$52K Hold
1,912
– – 0.01% 216
2025
Q4 		$52.4K Hold
1,912
– – 0.01% 173
2025
Q3 		$50.8K Sell
1,912
-1,959
-51% -$50.4K 0.01% 159
2025
Q2 		$99.3K Hold
3,871
– – 0.03% 119
2025
Q1 		$97.5K Hold
3,871
– – 0.03% 106
2024
Q4 		$94.4K Hold
3,871
– – 0.04% 95
2024
Q3 		$101K Hold
3,871
– – 0.04% 84
2024
Q2 		$94.7K Hold
3,871
– – 0.04% 84
2024
Q1 		$95K Hold
3,871
– – 0.04% 82
2023
Q4 		$89.3K Buy
+3,871
New +$85.8K 0.07% 60

Other funds holding ACVU

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Revisor Wealth Management
Revisor Wealth Management Akron, Ohio $404M AUM 18.59% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 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
TS Financial Group (TSFG)
TS Financial Group (TSFG) Lake Forest, Illinois $434M AUM 15.71% 1-Year Est. Return

James T. Borello's ACVU Position: Q3 2026 in Review

James T. Borello held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q3 2026 at 575 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

James T. Borello first reported a position in ACVU in Q4 2023 and has held it in 12 quarters since. The position peaked at $101K in Q3 2024. 7 funds tracked by Wall St. Rank hold ACVU as of Q3 2026.

  • James T. Borello held 575 shares of Hartford Alpha Capture Value ETF worth $17.9K as of Q3 2026.
  • James T. Borello left its Hartford Alpha Capture Value ETF share count unchanged in Q3 2026.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #452 holding.
  • James T. Borello first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 12 quarters since.
  • James T. Borello's Hartford Alpha Capture Value ETF position peaked at $101K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.