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 Q2	$15.9M	Buy	562,306 +136,759	+32%	+$3.89M	0.01%	749
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HFG

Harborfront Financial Group Ludington, Michigan $26.5M AUM

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

Jones Financial Companies increased its Hartford Large Cap Growth ETF (HFGO) stake by 32% in Q2 2026, buying an estimated $3.89M and bringing the position to 562,306 shares worth $15.9M. The position accounts for 0.01% of the portfolio, ranked #749.

Jones Financial Companies first reported a position in HFGO in Q1 2025 and has held it in 6 quarters since. 19 funds tracked by Wall St. Rank hold HFGO as of Q2 2026.

Jones Financial Companies held 562,306 shares of Hartford Large Cap Growth ETF worth $15.9M as of Q2 2026.
Jones Financial Companies bought 136,759 Hartford Large Cap Growth ETF shares in Q2 2026, an estimated $3.89M.
Hartford Large Cap Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #749 holding.
Jones Financial Companies first reported a position in Hartford Large Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
19 funds tracked by Wall St. Rank held Hartford Large Cap Growth ETF as of Q2 2026.

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