PS
ACVU

Principal Securities’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-609
Closed -$16.2K – 3012
2025
Q3 		$16.2K Hold
609
– – ﹤0.01% 2506
2025
Q2 		$15.6K Hold
609
– – ﹤0.01% 2439
2025
Q1 		$14.9K Hold
609
– – ﹤0.01% 2357
2024
Q4 		$14.9K Hold
609
– – ﹤0.01% 2353
2024
Q3 		$15.9K Hold
609
– – ﹤0.01% 2233
2024
Q2 		$14.9K Hold
609
– – ﹤0.01% 2207
2024
Q1 		$14.9K Hold
609
– – ﹤0.01% 2152
2023
Q4 		$14.1K Buy
+609
New +$13.5K ﹤0.01% 2095

Other funds holding ACVU

Jones Financial Companies
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $324B AUM 22.36% 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 $71.9B AUM 28.03% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Principal Securities's ACVU Position: Q4 2025 in Review

Principal Securities sold out of Hartford Alpha Capture Value ETF (ACVU) in Q4 2025, closing a stake of 609 shares — an estimated $16.2K sold.

Principal Securities first reported a position in ACVU in Q4 2023 and held it in 8 quarters. The position peaked at $16.2K in Q3 2025. 24 funds tracked by Wall St. Rank hold ACVU as of Q4 2025.

  • Principal Securities reported no remaining Hartford Alpha Capture Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 609 Hartford Alpha Capture Value ETF shares in Q4 2025, an estimated $16.2K.
  • Principal Securities first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Hartford Alpha Capture Value ETF position peaked at $16.2K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.