IA
HDUS

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

IFP 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
2025
Q1 		– Sell
-149
Closed -$8.42K – 4457
2024
Q4 		$8.42K Buy
+149
New +$8.52K ﹤0.01% 2595

Other funds holding HDUS

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's HDUS Position: Q1 2025 in Review

IFP Advisors sold out of Hartford Disciplined US Equity ETF (HDUS) in Q1 2025, closing a stake of 149 shares — an estimated $8.42K sold.

IFP Advisors first reported a position in HDUS in Q4 2024 and held it in 1 quarter. The position peaked at $8.42K in Q4 2024. 36 funds tracked by Wall St. Rank hold HDUS as of Q1 2025.

  • IFP Advisors reported no remaining Hartford Disciplined US Equity ETF position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 149 Hartford Disciplined US Equity ETF shares in Q1 2025, an estimated $8.42K.
  • IFP Advisors first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and held it in 1 quarter.
  • IFP Advisors's Hartford Disciplined US Equity ETF position peaked at $8.42K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.