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 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 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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial's ACVU Position: Q1 2026 in Review

LPL Financial increased its Hartford Alpha Capture Value ETF (ACVU) stake by 3.3% in Q1 2026, buying an estimated $49.6K and bringing the position to 56,229 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3763.

LPL Financial first reported a position in ACVU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q1 2024. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

LPL Financial held 56,229 shares of Hartford Alpha Capture Value ETF worth $1.53M as of Q1 2026.
LPL Financial bought 1,770 Hartford Alpha Capture Value ETF shares in Q1 2026, an estimated $49.6K.
Hartford Alpha Capture Value ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3763 holding.
LPL Financial first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 10 quarters since.
LPL Financial's Hartford Alpha Capture Value ETF position peaked at $3.51M in Q1 2024.
29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.