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
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

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LPL Financial
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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return