SPIA
ACVU

Steward Partners Investment Advisory’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Steward Partners Investment Advisory’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 		$10.1K Hold
373
– – ﹤0.01% 3555
2025
Q4 		$10.2K Sell
373
-169
-31% -$4.58K ﹤0.01% 3438
2025
Q3 		$14.4K Buy
+542
New +$14K ﹤0.01% 3240

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
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

Steward Partners Investment Advisory's ACVU Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q1 2026 at 373 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3555.

Steward Partners Investment Advisory first reported a position in ACVU in Q3 2025 and has held it in 3 quarters since. The position peaked at $14.4K in Q3 2025. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

  • Steward Partners Investment Advisory held 373 shares of Hartford Alpha Capture Value ETF worth $10.1K as of Q1 2026.
  • Steward Partners Investment Advisory left its Hartford Alpha Capture Value ETF share count unchanged in Q1 2026.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3555 holding.
  • Steward Partners Investment Advisory first reported a position in Hartford Alpha Capture Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Hartford Alpha Capture Value ETF position peaked at $14.4K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.