UBS Group
ACVU

UBS Group’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

UBS Group’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 		$13.5K Buy
+496
New +$13.9K ﹤0.01% 8213
2025
Q4 		– Sell
-2,762
Closed -$73.3K – 11053
2025
Q3 		$73.3K Buy
+2,762
New +$71.1K ﹤0.01% 7309
2025
Q2 		– Sell
-11,741
Closed -$296K – 10743
2025
Q1 		$296K Buy
11,741
+10,313
+722% +$260K ﹤0.01% 6257
2024
Q4 		$34.8K Buy
+1,428
New +$37.3K ﹤0.01% 7520
2024
Q3 		– Sell
-1,757
Closed -$43K – 9964
2024
Q2 		$43K Buy
1,757
+1,230
+233% +$29.9K ﹤0.01% 6815
2024
Q1 		$12.9K Sell
527
-3,853
-88% -$89.9K ﹤0.01% 7121
2023
Q4 		$101K Buy
+4,380
New +$97.1K ﹤0.01% 6157

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

UBS Group's ACVU Position: Q1 2026 in Review

UBS Group opened a new position in Hartford Alpha Capture Value ETF (ACVU) in Q1 2026: 496 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #8213 among its holdings. This is a return to the name: UBS Group previously reported a position in ACVU as recently as Q3 2025.

UBS Group first reported a position in ACVU in Q4 2023 and has held it in 7 quarters since. The position peaked at $296K in Q1 2025. 29 funds tracked by Wall St. Rank hold ACVU as of Q1 2026.

  • UBS Group held 496 shares of Hartford Alpha Capture Value ETF worth $13.5K as of Q1 2026.
  • Hartford Alpha Capture Value ETF was a new UBS Group position in Q1 2026.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8213 holding.
  • UBS Group first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 7 quarters since.
  • UBS Group's Hartford Alpha Capture Value ETF position peaked at $296K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.