Jones Financial Companies
HFGO icon

Jones Financial Companies’s Hartford Large Cap Growth ETF HFGO Stock Holding History

Jones Financial Companies’s Portfolio HFGO Stock Details HFGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
425,547
+142,849
+51% +$3.7M ﹤0.01% 827
2025
Q4 		$7.72M Buy
282,698
+112,579
+66% +$3.09M ﹤0.01% 516
2025
Q3 		$4.58M Buy
170,119
+79,211
+87% +$2.06M ﹤0.01% 594
2025
Q2 		$2.25M Buy
90,908
+70,014
+335% +$1.55M ﹤0.01% 722
2025
Q1 		$436K Buy
+20,894
New +$485K ﹤0.01% 1189

Other funds holding HFGO

HFM
Hartford Funds Management Wayne, Pennsylvania $1.25B AUM 10.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 HFGO Position: Q1 2026 in Review

Jones Financial Companies increased its Hartford Large Cap Growth ETF (HFGO) stake by 51% in Q1 2026, buying an estimated $3.7M and bringing the position to 425,547 shares worth $10M. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Jones Financial Companies first reported a position in HFGO in Q1 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold HFGO as of Q1 2026.

  • Jones Financial Companies held 425,547 shares of Hartford Large Cap Growth ETF worth $10M as of Q1 2026.
  • Jones Financial Companies bought 142,849 Hartford Large Cap Growth ETF shares in Q1 2026, an estimated $3.7M.
  • Hartford Large Cap Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #827 holding.
  • Jones Financial Companies first reported a position in Hartford Large Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.