LPL Financial
ACVU

LPL Financial’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

LPL Financial’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
Q2 		$1.75M Sell
56,167
-62
-0.1% -$1.84K ﹤0.01% 3894
2026
Q1 		$1.53M Buy
56,229
+1,770
+3% +$49.6K ﹤0.01% 3763
2025
Q4 		$1.49M Sell
54,459
-6,600
-11% -$179K ﹤0.01% 3666
2025
Q3 		$1.62M Sell
61,059
-478
-0.8% -$12.3K ﹤0.01% 3510
2025
Q2 		$1.58M Sell
61,537
-19,248
-24% -$473K ﹤0.01% 3342
2025
Q1 		$2.03M Sell
80,785
-8,474
-9% -$213K ﹤0.01% 2933
2024
Q4 		$2.18M Sell
89,259
-14,801
-14% -$387K ﹤0.01% 2777
2024
Q3 		$2.72M Sell
104,060
-28,452
-21% -$718K ﹤0.01% 2445
2024
Q2 		$3.24M Sell
132,512
-10,613
-7% -$258K ﹤0.01% 2192
2024
Q1 		$3.51M Sell
143,125
-8,626
-6% -$201K ﹤0.01% 2060
2023
Q4 		$3.5M Buy
+151,751
New +$3.36M ﹤0.01% 1941

Other funds holding ACVU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $369B AUM 28.27% 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 $88.9B AUM 38.03% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's ACVU Position: Q2 2026 in Review

LPL Financial reduced its Hartford Alpha Capture Value ETF (ACVU) stake by 0.11% in Q2 2026, selling an estimated $1.84K and leaving 56,167 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

LPL Financial first reported a position in ACVU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.51M in Q1 2024. 32 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

  • LPL Financial held 56,167 shares of Hartford Alpha Capture Value ETF worth $1.75M as of Q2 2026.
  • LPL Financial sold 62 Hartford Alpha Capture Value ETF shares in Q2 2026, an estimated $1.84K.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3894 holding.
  • LPL Financial first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Hartford Alpha Capture Value ETF position peaked at $3.51M in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.