James T. Borello RIA’s Hartford Alpha Capture Value ETF ACVU Stock Holding History

James T. Borello RIA’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 Q3	$17.9K	Hold	575	–	–	﹤0.01%	452
2026 Q2	$17.9K	Sell	575 -1,337	-70%	-$39.7K	﹤0.01%	443
2026 Q1	$52K	Hold	1,912	–	–	0.01%	216
2025 Q4	$52.4K	Hold	1,912	–	–	0.01%	173
2025 Q3	$50.8K	Sell	1,912 -1,959	-51%	-$50.4K	0.01%	159
2025 Q2	$99.3K	Hold	3,871	–	–	0.03%	119
2025 Q1	$97.5K	Hold	3,871	–	–	0.03%	106
2024 Q4	$94.4K	Hold	3,871	–	–	0.04%	95
2024 Q3	$101K	Hold	3,871	–	–	0.04%	84
2024 Q2	$94.7K	Hold	3,871	–	–	0.04%	84
2024 Q1	$95K	Hold	3,871	–	–	0.04%	82
2023 Q4	$89.3K	Buy	+3,871	New	+$85.8K	0.07%	60

Other funds holding ACVU

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

James T. Borello RIA's ACVU Position: Q3 2026 in Review

James T. Borello RIA held its Hartford Alpha Capture Value ETF (ACVU) position steady in Q3 2026 at 575 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

James T. Borello RIA first reported a position in ACVU in Q4 2023 and has held it in 12 quarters since. The position peaked at $101K in Q3 2024. 4 funds tracked by Wall St. Rank hold ACVU as of Q3 2026.

James T. Borello RIA held 575 shares of Hartford Alpha Capture Value ETF worth $17.9K as of Q3 2026.
James T. Borello RIA left its Hartford Alpha Capture Value ETF share count unchanged in Q3 2026.
Hartford Alpha Capture Value ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #452 holding.
James T. Borello RIA first reported a position in Hartford Alpha Capture Value ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Hartford Alpha Capture Value ETF position peaked at $101K in Q3 2024.
4 funds tracked by Wall St. Rank held Hartford Alpha Capture Value ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.