Planning Strategies’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Planning Strategies’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	$12.5K	Buy	+400	New	+$11.9K	0.01%	298

Other funds holding ACVU

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 Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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 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

Planning Strategies's ACVU Position: Q2 2026 in Review

Planning Strategies opened a new position in Hartford Alpha Capture Value ETF (ACVU) in Q2 2026: 400 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

32 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

Planning Strategies held 400 shares of Hartford Alpha Capture Value ETF worth $12.5K as of Q2 2026.
Hartford Alpha Capture Value ETF was a new Planning Strategies position in Q2 2026.
Hartford Alpha Capture Value ETF made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #298 holding.
32 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.