Morgan Stanley’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Morgan Stanley’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	$224K	Sell	8,239 -652	-7%	-$18.3K	﹤0.01%	5823
2025 Q4	$244K	Hold	8,891	–	–	﹤0.01%	5851
2025 Q3	$236K	Buy	8,891 +621	+8%	+$16K	﹤0.01%	5828
2025 Q2	$212K	Hold	8,270	–	–	﹤0.01%	5822
2025 Q1	$208K	Hold	8,270	–	–	﹤0.01%	5713
2024 Q4	$202K	Sell	8,270 -10	-0.1%	-$261	﹤0.01%	5781
2024 Q3	$216K	Sell	8,280 -5,784	-41%	-$146K	﹤0.01%	5726
2024 Q2	$344K	Hold	14,064	–	–	﹤0.01%	5456
2024 Q1	$345K	Sell	14,064 -11,174	-44%	-$261K	﹤0.01%	5487
2023 Q4	$582K	Buy	+25,238	New	+$560K	﹤0.01%	5558

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley's ACVU Position: Q1 2026 in Review

Morgan Stanley reduced its Hartford Alpha Capture Value ETF (ACVU) stake by 7.3% in Q1 2026, selling an estimated $18.3K and leaving 8,239 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #5823.

Morgan Stanley first reported a position in ACVU in Q4 2023 and has held it in 10 quarters since. The position peaked at $582K in Q4 2023. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

Morgan Stanley held 8,239 shares of Hartford Alpha Capture Value ETF worth $224K as of Q1 2026.
Morgan Stanley sold 652 Hartford Alpha Capture Value ETF shares in Q1 2026, an estimated $18.3K.
Hartford Alpha Capture Value ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5823 holding.
Morgan Stanley first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 10 quarters since.
Morgan Stanley's Hartford Alpha Capture Value ETF position peaked at $582K in Q4 2023.
29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.