Planning Strategies Inc.’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

Planning Strategies Inc.’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	$12.5K	Buy	+400	New	+$11.9K	0.01%	298

Other funds holding ACVU

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Planning Strategies Inc.'s ACVU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Hartford Alpha Capture Value ETF (ACVU) in Q2 2026: 400 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

10 funds tracked by Wall St. Rank hold ACVU as of Q2 2026.

Planning Strategies Inc. held 400 shares of Hartford Alpha Capture Value ETF worth $12.5K as of Q2 2026.
Hartford Alpha Capture Value ETF was a new Planning Strategies Inc. position in Q2 2026.
Hartford Alpha Capture Value ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #298 holding.
10 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.