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HDUS

Atria Investments’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Atria Investments’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
2024
Q3 		– Sell
-4,606
Closed -$241K – 1963
2024
Q2 		$241K Buy
+4,606
New +$233K ﹤0.01% 1715

Other funds holding HDUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Atria Investments's HDUS Position: Q3 2024 in Review

Atria Investments sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2024, closing a stake of 4,606 shares — an estimated $241K sold.

Atria Investments first reported a position in HDUS in Q2 2024 and held it in 1 quarter. The position peaked at $241K in Q2 2024. 27 funds tracked by Wall St. Rank hold HDUS as of Q3 2024.

  • Atria Investments reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 4,606 Hartford Disciplined US Equity ETF shares in Q3 2024, an estimated $241K.
  • Atria Investments first reported a position in Hartford Disciplined US Equity ETF in Q2 2024 and held it in 1 quarter.
  • Atria Investments's Hartford Disciplined US Equity ETF position peaked at $241K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.