Annis Gardner Whiting Capital Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q2	–	Sell	-1,059	Closed	-$66.8K	–	723
2026 Q1	$66.8K	Sell	1,059 -8	-0.7%	-$524	0.01%	528
2025 Q4	$69.6K	Buy	+1,067	New	+$69.4K	0.01%	469
2025 Q3	–	Sell	-1,077	Closed	-$64.1K	–	1292
2025 Q2	$64.1K	Buy	+1,077	New	+$59.6K	0.02%	377

Other funds holding HDUS

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HDUS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Hartford Disciplined US Equity ETF (HDUS) in Q2 2026, closing a stake of 1,059 shares — an estimated $66.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HDUS in Q2 2025 and held it in 3 quarters. The position peaked at $69.6K in Q4 2025. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Hartford Disciplined US Equity ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 1,059 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $66.8K.
Annis Gardner Whiting Capital Advisors first reported a position in Hartford Disciplined US Equity ETF in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's Hartford Disciplined US Equity ETF position peaked at $69.6K in Q4 2025.
34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.