Jones Financial Companies
HDUS

Jones Financial Companies’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Jones Financial Companies’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
2026
Q2 		$3.98M Buy
57,063
+26,130
+84% +$1.81M ﹤0.01% 1289
2026
Q1 		$1.91M Buy
30,933
+16,518
+115% +$1.08M ﹤0.01% 1450
2025
Q4 		$940K Buy
14,415
+9,740
+208% +$633K ﹤0.01% 1257
2025
Q3 		$299K Buy
4,675
+2,720
+139% +$168K ﹤0.01% 1623
2025
Q2 		$116K Buy
1,955
+758
+63% +$42K ﹤0.01% 1876
2025
Q1 		$64.4K Buy
1,197
+559
+88% +$31.7K ﹤0.01% 1963
2024
Q4 		$36K Buy
+638
New +$36.5K ﹤0.01% 2008

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 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jones Financial Companies's HDUS Position: Q2 2026 in Review

Jones Financial Companies increased its Hartford Disciplined US Equity ETF (HDUS) stake by 84% in Q2 2026, buying an estimated $1.81M and bringing the position to 57,063 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Jones Financial Companies first reported a position in HDUS in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

  • Jones Financial Companies held 57,063 shares of Hartford Disciplined US Equity ETF worth $3.98M as of Q2 2026.
  • Jones Financial Companies bought 26,130 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $1.81M.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1289 holding.
  • Jones Financial Companies first reported a position in Hartford Disciplined US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.