KWM
HDUS

Kingsview Wealth Management’s Hartford Disciplined US Equity ETF HDUS Stock Holding History

Kingsview Wealth Management’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 		$248K Sell
3,491
-699
-17% -$48.6K ﹤0.01% 1274
2026
Q1 		$264K Buy
+4,190
New +$274K ﹤0.01% 1137

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Kingsview Wealth Management's HDUS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Hartford Disciplined US Equity ETF (HDUS) stake by 17% in Q2 2026, selling an estimated $48.6K and leaving 3,491 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Kingsview Wealth Management first reported a position in HDUS in Q1 2026 and has held it in 2 quarters since. The position peaked at $264K in Q1 2026. 34 funds tracked by Wall St. Rank hold HDUS as of Q2 2026.

  • Kingsview Wealth Management held 3,491 shares of Hartford Disciplined US Equity ETF worth $248K as of Q2 2026.
  • Kingsview Wealth Management sold 699 Hartford Disciplined US Equity ETF shares in Q2 2026, an estimated $48.6K.
  • Hartford Disciplined US Equity ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1274 holding.
  • Kingsview Wealth Management first reported a position in Hartford Disciplined US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingsview Wealth Management's Hartford Disciplined US Equity ETF position peaked at $264K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Hartford Disciplined US Equity ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.