CWC
HDUS

Carolinas Wealth Consulting’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-110
Closed -$5.96K – 397
2025
Q1 		$5.96K Hold
110
– – ﹤0.01% 583
2024
Q4 		$6.21K Hold
110
– – ﹤0.01% 604
2024
Q3 		$6.12K Hold
110
– – ﹤0.01% 634
2024
Q2 		$5.79K Hold
110
– – ﹤0.01% 632
2024
Q1 		$5.6K Buy
+110
New +$5.33K ﹤0.01% 633

Other funds holding HDUS

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's HDUS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Hartford Disciplined US Equity ETF (HDUS) in Q2 2025, closing a stake of 110 shares — an estimated $5.96K sold.

Carolinas Wealth Consulting first reported a position in HDUS in Q1 2024 and held it in 5 quarters. The position peaked at $6.21K in Q4 2024. 35 funds tracked by Wall St. Rank hold HDUS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hartford Disciplined US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 110 Hartford Disciplined US Equity ETF shares in Q2 2025, an estimated $5.96K.
  • Carolinas Wealth Consulting first reported a position in Hartford Disciplined US Equity ETF in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Hartford Disciplined US Equity ETF position peaked at $6.21K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.