AF
HDUS

Allworth Financial’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Allworth Financial’s Portfolio HDUS Stock Details HDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$783 – 5257
2025
Q4 		$783 Hold
12
– – ﹤0.01% 4431
2025
Q3 		$773 Hold
12
– – ﹤0.01% 4321
2025
Q2 		$715 Hold
12
– – ﹤0.01% 4045
2025
Q1 		$635 Hold
12
– – ﹤0.01% 3617
2024
Q4 		$702 Buy
+12
New +$686 ﹤0.01% 3509

Other funds holding HDUS

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial's HDUS Position: Q1 2026 in Review

Allworth Financial sold out of Hartford Disciplined US Equity ETF (HDUS) in Q1 2026, closing a stake of 12 shares — an estimated $783 sold.

Allworth Financial first reported a position in HDUS in Q4 2024 and held it in 5 quarters. The position peaked at $783 in Q4 2025. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • Allworth Financial reported no remaining Hartford Disciplined US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 12 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $783.
  • Allworth Financial first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and held it in 5 quarters.
  • Allworth Financial's Hartford Disciplined US Equity ETF position peaked at $783 in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.