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Carolinas Wealth Consulting’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Carolinas Wealth Consulting’s Portfolio HFGO Stock Details HFGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,592
Closed -$95.7K – 400
2025
Q1 		$95.7K Hold
4,592
– – 0.02% 248
2024
Q4 		$109K Hold
4,592
– – 0.02% 241
2024
Q3 		$99.3K Hold
4,592
– – 0.02% 264
2024
Q2 		$97.2K Buy
+4,592
New +$90.4K 0.02% 260

Other funds holding HFGO

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Carolinas Wealth Consulting sold out of Hartford Large Cap Growth ETF (HFGO) in Q2 2025, closing a stake of 4,592 shares — an estimated $95.7K sold.

Carolinas Wealth Consulting first reported a position in HFGO in Q2 2024 and held it in 4 quarters. The position peaked at $109K in Q4 2024. 12 funds tracked by Wall St. Rank hold HFGO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Hartford Large Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,592 Hartford Large Cap Growth ETF shares in Q2 2025, an estimated $95.7K.
  • Carolinas Wealth Consulting first reported a position in Hartford Large Cap Growth ETF in Q2 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Hartford Large Cap Growth ETF position peaked at $109K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q2 2025.

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