Raymond James Financial
ACVU

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

Raymond James 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 		$771K Buy
28,349
+545
+2% +$15.3K ﹤0.01% 4052
2025
Q4 		$762K Buy
27,804
+1,377
+5% +$37.3K ﹤0.01% 3970
2025
Q3 		$702K Buy
26,427
+6,113
+30% +$157K ﹤0.01% 3911
2025
Q2 		$521K Buy
+20,314
New +$500K ﹤0.01% 3986

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

Raymond James Financial's ACVU Position: Q1 2026 in Review

Raymond James Financial increased its Hartford Alpha Capture Value ETF (ACVU) stake by 2% in Q1 2026, buying an estimated $15.3K and bringing the position to 28,349 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #4052.

Raymond James Financial first reported a position in ACVU in Q2 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

  • Raymond James Financial held 28,349 shares of Hartford Alpha Capture Value ETF worth $771K as of Q1 2026.
  • Raymond James Financial bought 545 Hartford Alpha Capture Value ETF shares in Q1 2026, an estimated $15.3K.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4052 holding.
  • Raymond James Financial first reported a position in Hartford Alpha Capture Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.