Carson Wealth (CWM LLC)
HDUS

Carson Wealth (CWM LLC)’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Carson Wealth (CWM LLC)’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
-26
Closed -$1K – 5188
2025
Q1 		$1K Buy
+26
New +$1.48K ﹤0.01% 4912

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 $424B AUM 22.94% 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

Carson Wealth (CWM LLC)'s HDUS Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Hartford Disciplined US Equity ETF (HDUS) in Q2 2025, closing a stake of 26 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in HDUS in Q1 2025 and held it in 1 quarter. The position peaked at $1K in Q1 2025. 35 funds tracked by Wall St. Rank hold HDUS as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Hartford Disciplined US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 26 Hartford Disciplined US Equity ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Hartford Disciplined US Equity ETF in Q1 2025 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Hartford Disciplined US Equity ETF position peaked at $1K in Q1 2025.
  • 35 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.