TIM
ACVU

Tortoise Investment Management’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Tortoise Investment Management’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
Q3 		– Sell
-709
Closed -$18.2K – 1603
2025
Q2 		$18.2K Hold
709
– – ﹤0.01% 522
2025
Q1 		$17.9K Hold
709
– – ﹤0.01% 523
2024
Q4 		$17.3K Buy
+709
New +$18.5K ﹤0.01% 570

Other funds holding ACVU

MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
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
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tortoise Investment Management's ACVU Position: Q3 2025 in Review

Tortoise Investment Management sold out of Hartford Alpha Capture Value ETF (ACVU) in Q3 2025, closing a stake of 709 shares — an estimated $18.2K sold.

Tortoise Investment Management first reported a position in ACVU in Q4 2024 and held it in 3 quarters. The position peaked at $18.2K in Q2 2025. 26 funds tracked by Wall St. Rank hold ACVU as of Q3 2025.

  • Tortoise Investment Management reported no remaining Hartford Alpha Capture Value ETF position as of Q3 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 709 Hartford Alpha Capture Value ETF shares in Q3 2025, an estimated $18.2K.
  • Tortoise Investment Management first reported a position in Hartford Alpha Capture Value ETF in Q4 2024 and held it in 3 quarters.
  • Tortoise Investment Management's Hartford Alpha Capture Value ETF position peaked at $18.2K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.