EWA
HDUS

EverSource Wealth Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

EverSource Wealth Advisors’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
Q2 		– Sell
-236
Closed -$11.5K – 3095
2024
Q1 		$11.5K Buy
+236
New +$11.4K ﹤0.01% 1617

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

EverSource Wealth Advisors's HDUS Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Hartford Disciplined US Equity ETF (HDUS) in Q2 2024, closing a stake of 236 shares — an estimated $11.5K sold.

EverSource Wealth Advisors first reported a position in HDUS in Q1 2024 and held it in 1 quarter. The position peaked at $11.5K in Q1 2024. 30 funds tracked by Wall St. Rank hold HDUS as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining Hartford Disciplined US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 236 Hartford Disciplined US Equity ETF shares in Q2 2024, an estimated $11.5K.
  • EverSource Wealth Advisors first reported a position in Hartford Disciplined US Equity ETF in Q1 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Hartford Disciplined US Equity ETF position peaked at $11.5K in Q1 2024.
  • 30 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.