Bank of America’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Bank of America’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
2025 Q3	–	Sell	-2	Closed	-$119	–	8477
2025 Q2	$119	Sell	2 -677	-100%	-$37.5K	﹤0.01%	7941
2025 Q1	$36.8K	Buy	+679	New	+$38.5K	﹤0.01%	6821
2024 Q3	–	Sell	-242	Closed	-$12.7K	–	8267
2024 Q2	$12.7K	Buy	+242	New	+$12.3K	﹤0.01%	6847
2024 Q1	–	Sell	-681	Closed	-$31.6K	–	7919
2023 Q4	$31.6K	Buy	+681	New	+$29.8K	﹤0.01%	6703

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Bank of America's HDUS Position: Q3 2025 in Review

Bank of America sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2025, closing a stake of 2 shares — an estimated $119 sold.

Bank of America first reported a position in HDUS in Q4 2023 and held it in 4 quarters. The position peaked at $36.8K in Q1 2025. 33 funds tracked by Wall St. Rank hold HDUS as of Q3 2025.

Bank of America reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2025 after selling out during the quarter.
Bank of America sold 2 Hartford Disciplined US Equity ETF shares in Q3 2025, an estimated $119.
Bank of America first reported a position in Hartford Disciplined US Equity ETF in Q4 2023 and held it in 4 quarters.
Bank of America's Hartford Disciplined US Equity ETF position peaked at $36.8K in Q1 2025.
33 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.