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
Q2 		$54.1K Buy
1,733
+1,237
+249% +$36.7K ﹤0.01% 7524
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 $250B AUM 21.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $369B AUM 28.27% 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 $88.9B AUM 38.03% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

UBS Group's ACVU Position: Q2 2026 in Review

UBS Group increased its Hartford Alpha Capture Value ETF (ACVU) stake by 249% in Q2 2026, buying an estimated $36.7K and bringing the position to 1,733 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7524.

UBS Group first reported a position in ACVU in Q4 2023 and has held it in 8 quarters since. The position peaked at $296K in Q1 2025. 32 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

  • UBS Group held 1,733 shares of Hartford Alpha Capture Value ETF worth $54.1K as of Q2 2026.
  • UBS Group bought 1,237 Hartford Alpha Capture Value ETF shares in Q2 2026, an estimated $36.7K.
  • Hartford Alpha Capture Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7524 holding.
  • UBS Group first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 8 quarters since.
  • UBS Group's Hartford Alpha Capture Value ETF position peaked at $296K in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.