AGWCA
HDUS

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
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 $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

Annis Gardner Whiting Capital Advisors's HDUS Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 0.75% in Q1 2026, selling an estimated $524 and leaving 1,059 shares worth $66.8K. The position accounts for 0.01% of the portfolio, ranked #528.

Annis Gardner Whiting Capital Advisors first reported a position in HDUS in Q2 2025 and has held it in 3 quarters since. The position peaked at $69.6K in Q4 2025. 35 funds tracked by Wall St. Rank hold HDUS as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 1,059 shares of Hartford Disciplined US Equity ETF worth $66.8K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 8 Hartford Disciplined US Equity ETF shares in Q1 2026, an estimated $524.
  • Hartford Disciplined US Equity ETF made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #528 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Hartford Disciplined US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • Annis Gardner Whiting Capital Advisors's Hartford Disciplined US Equity ETF position peaked at $69.6K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.