GFA
HDUS

Gallagher Fiduciary Advisors’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-4,683
Closed -$245K – 286
2024
Q2 		$245K Sell
4,683
-24
-0.5% -$1.22K 0.06% 197
2024
Q1 		$239K Buy
4,707
+209
+5% +$10.1K 0.01% 166
2023
Q4 		$209K Buy
+4,498
New +$197K 0.01% 175

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Gallagher Fiduciary Advisors's HDUS Position: Q3 2024 in Review

Gallagher Fiduciary Advisors sold out of Hartford Disciplined US Equity ETF (HDUS) in Q3 2024, closing a stake of 4,683 shares — an estimated $245K sold.

Gallagher Fiduciary Advisors first reported a position in HDUS in Q4 2023 and held it in 3 quarters. The position peaked at $245K in Q2 2024. 27 funds tracked by Wall St. Rank hold HDUS as of Q3 2024.

  • Gallagher Fiduciary Advisors reported no remaining Hartford Disciplined US Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 4,683 Hartford Disciplined US Equity ETF shares in Q3 2024, an estimated $245K.
  • Gallagher Fiduciary Advisors first reported a position in Hartford Disciplined US Equity ETF in Q4 2023 and held it in 3 quarters.
  • Gallagher Fiduciary Advisors's Hartford Disciplined US Equity ETF position peaked at $245K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q3 2024.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.